Kelsey J. Althouse

CRUX WEALTH ADVISORS

Lake Forest Park, WA

Some features on this profile are disabled

CRD#: 6195172

Professional summary

Kelsey Jordan Althouse, who also goes by Kelsey Jordan Laird, Kelsey Laird, is a registered financial advisor currently at CRUX WEALTH ADVISORS located in Lake Forest Park, Washington and ARETE WEALTH MANAGEMENT, LLC located in Long Beach, California.

Kelsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kelsey has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelsey Jordan Laird | Kelsey Laird

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.

(1)Name of Business: 5521 Brooklyn Ave NE Address: 5313 NE 190th Street, Lake Forest Park, WA, 98155, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 (2) Crux Wealth Advisors, Vice President, Advisor Experience, Investment Advisor Representative, 130 hours per month during trading hours, Long Beach, CA, Investment Related, Start Date: 6/5/2024. (3) Personal Real Estate Holding/Home Rental - Owner/Rental Income, Seattle, WA - 1 hour per month/0 during trading hours. Start date: 12/2021 - (4) Name of Business: Arete Wealth Management, LLC Address: 1115 W. Fulton Market 3rd Floor Chicago, IL 60607 Position: Registered Representative Investment Related: Yes Start Date: 08/2024, Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 20 (5) Name of Business: Pearbody Painting Co. Inc. Address: PO Box 1234 Sun Valley, ID 83353 Activity Type: Construction/General Contractor Investment Related: No Position: Secretary/Treasurer. Duties include managing staff, accounts payable and accounts receivable. Start Date: 5/2025 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelsey Jordan Althouse's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 3, 2024 - Present

CRUX WEALTH ADVISORS

RIA

CRD#: 330731

Lake Forest Park, WA

Current

August 2, 2024 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 111 W. Ocean Blvd 4th Floor, Long Beach, CA 90802

CRD#: 44856

Long Beach, CA

Past

February 17, 2021 - August 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Long Beach, CA

Past

February 17, 2021 - August 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Long Beach, CA

Past

April 2, 2020 - February 10, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BELLEVUE, WA

Past

April 2, 2020 - February 10, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BELLEVUE, WA

Past

May 18, 2016 - March 17, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SCOTTSDALE, AZ

Past

April 25, 2016 - March 17, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SCOTTSDALE, AZ

Past

September 9, 2014 - March 28, 2016

EDWARD JONES

RIA

CRD#: 250

TEMPE, AZ

Past

April 9, 2014 - March 28, 2016

EDWARD JONES

CRD#: 250

TEMPE, AZ

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".

CRUX WEALTH ADVISORS

CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS

CRD#: 330731 / SEC#: 801-130283

RIA

Registered Investment Advisory firm - (6/4/2024 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.

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

California
(8/2/2024)

IAR

California
(8/3/2024)

Washington
(8/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/21/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/8/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/19/2016

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/2/2016

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

CRUX WEALTH ADVISORS

CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS

CRD#: 330731 / SEC#: 801-130283

RIA

Registered Investment Advisory firm - (6/4/2024 Approved)

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Contact information

Main Address

111 W. Ocean Blvd 4th Floor, Long Beach, CA, 90802

Mailing Address

Phone number

(562) 735-3875

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A AUGUST 2024 (10/10/2025)

Regulatory assets under management

Total Number of Accounts	1,466
AUM (Assets Under Management)	$ 410,242,734

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.

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Firm Stability Insights

Kelsey J. Althouse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelsey Jordan Althouse's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CRUX WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2014

SIE

Date: 10/1/2018

Series 7

Date: 4/8/2014

Series 10

Date: 7/19/2016

Series 9

Date: 6/2/2016

FINRA

Current Firm

CRUX WEALTH ADVISORS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRUX WEALTH ADVISORS

TRUST BUT VERIFY

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