Kelsey Bosch Cullen

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-13
ND	RA	APPROVED	2023-07-17

TX RA
APPROVED

Since 2024-06-13
ND RA
APPROVED

Since 2023-07-17

Branch Locations

415 32Nd Ave E Suite A, West Fargo, ND 58078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	05/2023	Present
Wells Fargo Bank	Fargo	ND	09/2014	04/2023

05/2023 → Present

Edward Jones

St Louis, MO
09/2014 → 04/2023

Wells Fargo Bank

Fargo, ND

Other Businesses

Kiwanis Club of Fargo Scholarship Foundation Fargo, ND Start date: 4/30/2025 Board of Directors Hours per week: 0 Hours during trading: 0 Review applications, approve investment allocation, approve funding of the Foundation with the income to be used in granting scholarships to worthy students who are active members in Key Club or Circle K in the F-M area, for higher education. Access to balances but no accts or transaction authority.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-13

S66 Uniform Combined State Law Examination

2023-07-13

Other Names

Kelsey Rae Boschcullen

View on SEC IAPD