Kelli Nicole Visser

Employer firm

Lg Financial Services, LLC CRD 325340

35 advisory clients

Reported services (Item 5G)

• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Lg Financial Services, Llc
  Bellingham, WA
• 07/2008 → Present
  Larson Gross Pllc
  Bellingham, WA

Other Businesses

Zandstrand LLC Not investment-related Address: 7461 Huisman Rd. Lynden, WA 98264 United States (mailing); 407 E. Main St. Unit A & B, Everson, WA 98247 (physical) Residential rental real estate holding Owner, Manager 03/13/2018 10-15 hrs per month, not during securities trading hours Management activities associated with financial and operational duties normal to owning and leasing of a residential duplex to third party tenants

Designations

• Personal Financial Specialist

Other Names

• Kelli Nicole Devalois
• Kelli Nicole De Valois