CP
Chelsea Paddock
KESTRA ADVISORY SERVICES
Covington, IN 47932
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CRD#: 6141252
CP
Professional summary
Chelsea Paddock, who also goes by Chelsea Powell, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Covington, Indiana and KESTRA INVESTMENT SERVICES, LLC located in Covington , Indiana.
Chelsea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Chelsea has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chelsea Powell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2023 ADDRESS: 5707 Southwest Parkway, Building 2 Ste 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PADDWELL FINANCIAL LLC POSITION: Registered Representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2023 ADDRESS: 159 S Stringtown Rd, Covington IN 47932, United States DESCRIPTION: Registered Representative Name: INSOURCE Position: Independent Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/01/2023 ADDRESS: 159 S Stringtown Rd., Covington IN 47932, United States DESCRIPTION: Proposing fixed annuity, LTC, or life insurance products to clients as appropriate. Name: SHILOH, INC. POSITION: Bookkeeper NATURE: Bookkeeping INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 07/08/2025 ADDRESS: 2535 W Grubb Ln, Covington IN 47932, United States DESCRIPTION: I will be recording all business related activity through QuickBooks. Recording sales of the lots and paying invoices for the work completed. Name: CORNERSTONE DISTRICT, INC. POSITION: Bookkeeper NATURE: Commercial Development INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 07/08/2025 ADDRESS: 2535 W Grubb Ln, Covington IN 47932, United States DESCRIPTION: I will be recording all business related activity through QuickBooks. Recording sales of the lots and paying invoices for the work completed. Name: AMY HAY CPA LLC POSITION: Employee NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2025 ADDRESS: 2553 US Hwy 136, Covington IN 47932, United States DESCRIPTION: primarily helping prepare taxes for businesses and some individuals.
CRS (Client Relationship Summary) - RIA
Click below to view Chelsea Paddock's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 159 S Stringtown Rd, Covington, IN 47932RIA
CRD#: 283330
Covington, IN
Current
June 29, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 159 S Stringtown Road , Covington , IN 47932BD
CRD#: 42046
Covington , IN
Past
June 30, 2016 - July 14, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
DANVILLE, IL
Past
May 20, 2016 - July 14, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
DANVILLE, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(6/29/2023)
RR
Indiana(6/29/2023)
IAR
Indiana(6/29/2023)
RR
Michigan(6/29/2023)
RR
North Carolina(6/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
