Nancy Cooper Kelsey

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2009 → 06/2024
  Securities America, Inc.
  Tucson, AZ
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  Tucson, AZ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tucson, AZ

Previous Registrations

• 2009-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  Tucson, AZ
• 2007-09-12 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Tucson, AZ
  Tucson, AZ
  Folsom, CA

Other Businesses

1.3R-POSITION: OWNER NATURE: CAT RESCUE AND REHOME INVESTMENT RELATED: NO NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2014 ADDRESS: 4144 N VIA CAVERNA, TUCSON AZ 85718 DESCRIPTION: VETERNARIAN VISITS FEED AND CARE FOR HOMELESS CATS 2. INSURANCE SALES-POSITION: I am not planning to use this ever NATURE: INSURANCE SALES - AGENT - START DATE: 02/1987 - LOCATED AT 4144 N VIA CAVERNA TUCSON AZ 85718 - 5 HRS PER MONTH INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/22/1987 ADDRESS: 4144 N. Via Caverna, tucson AZ 85718 DESCRIPTION: although I am currently allowed to sell insurance products , I choose to limit my activity in this area to variable annuities which can be purchased through securities america

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-01
• S63 Uniform Securities Agent State Law Examination
  1987-02-09

Other Names

• Nancy Kelsik