Kelsey Ann Curtis

Current Employers

Employment History

• 08/2016 → 09/2019
  Thrivent Investment Management Inc
  Lakewood, WA
• 08/2016 → 09/2019
  Thrivent Financial
  Appleton, WI
• 01/2017 → 09/2019
  Thrivent Financial
  Appleton, WI
• 09/2019 → 06/2020
  Bellevue Christian School
  Bellevue, WA
• 06/2020 → 01/2021
  Thrivent Investment Management Inc
  Bellevue, WA
• 01/2021 → 08/2021
  Key Bank
  Maple Valley, WA
• 02/2021 → 08/2021
  Key Investment Serviecs
  Maple Valley, WA
• 09/2021 → 12/2022
  Lpl Financial, Llc
  Issaquah, WA
• 09/2021 → 09/2022
  Triad Investment Management
  Issaquah, WA
• 05/2022 → 09/2022
  Triad Investment Management
  Issaquah, WA
• 09/2022 → 12/2022
  Merit Financial Group, Llc
  Alpharetta, GA
• 12/2022 → 07/2023
  Decker Retirement Planning Inc.
  Lehi, UT
• 09/2023 → Present
  Osaic Wealth, Inc.
  Bellevue, WA
• 08/2023 → Present
  Fresh Look Financial Strategies
  Bellevue, WA

Previous Registrations

• 2023-09-06 → 2026-01-27
  Osaic Wealth, Inc.
  Bellevue, WA
  Issaquah, WA
  Scottsdale, AZ
• 2022-12-14 → 2023-10-04
  Decker Retirement Planning Inc.
  Bellevue, WA
  Lehi, UT
• 2022-10-03 → 2022-12-05
  Merit Financial Advisors
  Issaquah, WA
  Alpharetta, GA
• 2022-06-03 → 2022-10-04
  Triad Investment Management
  Issaquah, WA

Other Businesses

1) FRESH LOOK FINANCIAL STRATEGIES LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes Investment Advisor Rep and Financial Planner: 10 START DATE: 09/05/2023 ADDRESS:3425 Carillon Point, Kirkland WA, United States DESCRIPTION: RIAR Independent Contractor 2) AMAZON POSITION: driver NATURE: sole prop INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2020 ADDRESS: 1981 24th Ave NE, 101, Issaquah WA 98029, United States DESCRIPTION: i deliver packages for amazon on the weekends 3) WAG POSITION: sitter NATURE: sole prop INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 1981 24th Ave NE, 101, Issaquah WA 98029, United States DESCRIPTION: dog sit on the weekend 4) FEM ALLIES IN BUSINESS POSITION: membership Coordinator NATURE: non-profit corp INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 18920 131st Pl NE, Renton WA 98058, United States DESCRIPTION: I help get volunteers for various group activities that the board puts together.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-23
• S63 Uniform Securities Agent State Law Examination
  2016-10-08

Designations

Other Names

• Kelsey Ann Mceachran
• Kelsey Ann Curtis
• Kelsey Ann Mceachran
• Kelsey Curtis