Kelly M. Seefeldt
Professional summary
Kelly Michael Seefeldt, who also goes by Kelly M Seefeldt, is a registered financial professional currently at CASH APP INVESTING LLC located in Portland, Oregon.
Kelly is registered as a RR (Registered Representative) and started their career in finance in 2005. Kelly has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kelly Michael Seefeldt's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 27, 2025 - Present
CASH APP INVESTING LLC
Office #1: 400 Sw 6th Avenue 11th Floor, Portland, OR 97204September 11, 2024 - May 15, 2025
ALPACA SECURITIES LLC
November 8, 2022 - July 1, 2024
DRIVEWEALTH, LLC
February 11, 2019 - May 4, 2021
PARKSIDE SECURITIES, INC.
February 13, 2014 - May 26, 2017
LOYAL3 SECURITIES INC.
November 4, 2011 - January 9, 2014
E*TRADE SECURITIES LLC
April 3, 2009 - October 24, 2011
OPTIONSHOUSE1, LLC
February 17, 2006 - January 29, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 17, 2006 - January 29, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 4, 2005 - January 11, 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
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Exams
FINRA
Current Firm
CASH APP INVESTING LLC
CRD#: 144076 / SEC#: , 8-67630
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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