Kelsea
Volland
Fisher Investments
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About this Advisor
Kelsea Volland is a financial advisor based in Plano, Texas, working with Fisher Investments. Kelsea has previously held positions at The Tutor Hour, Laura Lambe Fitness, Discovery Reports Group, Florida Department Of Revenue, Florida State University, Copytalk Business Services, Office Of The Florida Governor, Children With Hope For Development, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Leong Financial, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fisher Investments, and Auwana Hawaii LLC. Kelsea has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Kelsea is part of Fisher Investments, which operates out of Plano, Texas. The firm has 13 offices and 4,065 employees. Fisher Investments manages assets totaling $298.7 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Fisher Investments includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$298,729,428,900
4,065
360,116
$829,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Kelsea Volland Work History
Fisher Investments
Auwana Hawaii LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northwestern Mutual Wealth Management Company
Leong Financial
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
The Tutor Hour
Laura Lambe Fitness
Discovery Reports Group
Florida Department Of Revenue
Florida State University
Copytalk Business Services
Children With Hope For Development
Office Of The Florida Governor
Florida State University
Disclosures
Please visit the SEC profile of Kelsea Volland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Investments
San Mateo, CA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
Plano, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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