Kelsey A. Zwiebel
Professional summary
Kelsey Anne Zwiebel, CIMA®, who also goes by Kelsey Zwiebel, is a registered financial professional currently at ARES WEALTH MANAGEMENT SOLUTIONS, LLC located in Denver, Colorado.
Kelsey is registered as a RR (Registered Representative) and started their career in finance in 2002. Kelsey has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kelsey Anne Zwiebel's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 10, 2025 - Present
ARES WEALTH MANAGEMENT SOLUTIONS, LLC
Office #1: 1200 17th Street Suite #2900, Denver, CO 80202January 3, 2012 - February 28, 2025
BLACKROCK INVESTMENTS, LLC
July 31, 2008 - December 31, 2011
BLACKROCK FUND DISTRIBUTION COMPANY
January 5, 2007 - February 28, 2025
BLACKROCK FUND ADVISORS
January 5, 2007 - December 31, 2008
BLACKROCK EXECUTION SERVICES
October 4, 2002 - October 26, 2006
MORGAN STANLEY DW INC.
September 9, 2002 - October 26, 2006
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/10/2025)
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Exams
FINRA
Current Firm
ARES WEALTH MANAGEMENT SOLUTIONS, LLC
CRD#: 119546 / SEC#: , 8-65199
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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