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KW

Kelsey D. Wilson

BLACKLINES FINANCIAL
Los Angeles, CA 90071
Some features on this profile are disabled
CRD#: 6350976
KW

Professional summary

Kelsey David Wilson, CFP®, who also goes by Kelsey David Wilson, is a registered financial advisor currently at BLACKLINES FINANCIAL located in Los Angeles, California.

Kelsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kelsey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelsey David Wilson

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.
Kelsey acts as an insurance agent, a non investment-related business. He sells life insurance, disability, long term care, and annuities products. This takes up approximately 5 hours per month of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelsey David Wilson'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

January 20, 2023 - Present

BLACKLINES FINANCIAL

Office #1: 515 S Flower St 18th Floor, Los Angeles, CA 90071
RIA
CRD#: 323340
Los Angeles, CA
Past

April 7, 2024 - October 17, 2024

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

May 4, 2016 - March 14, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
LOS ANGELES, CA
Past

March 8, 2016 - March 14, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LOS ANGELES, CA

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.

Highlighted states indicate IAR registrations

IAR
California
(1/20/2023)
IAR
Georgia
(5/29/2025)
IAR
New York
(9/22/2025)
IAR
Texas
(2/12/2024)
IAR
Virginia
(7/1/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/29/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/7/2016
General Securities Representative Examination

Current Firm

BF
BLACKLINES FINANCIAL
BLACKLINES | BLACKLINES FINANCIAL | BLACKLINES DBA NEXA WEALTH PLANNING

CRD#: 323340 / SEC#:

California
Registered Investment Advisory firm - (1/20/2023 Approved)
Georgia
Registered Investment Advisory firm - (5/29/2025 Approved)
New York
Registered Investment Advisory firm - (9/22/2025 Approved)
Texas
Registered Investment Advisory firm - (6/6/2025 Approved)
Virginia
Registered Investment Advisory firm - (7/1/2025 Approved)
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Contact information

Main Address
515 S Flower St 18th Floor, Los Angeles, CA 90071
Mailing Address
Phone number
(213) 789-6950
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts552
AUM (Assets Under Management)$ 34,186,000

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.

Company Information

BLACKLINES FINANCIAL

CRD#: 323340Los Angeles, CA 90071

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