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KV

Kelli N. Visser

LG FINANCIAL SERVICES
BELLINGHAM, WA 98226
Some features on this profile are disabled
CRD#: 7821231
KV

Professional summary

Kelli Nicole Visser, who also goes by Kelli Nicole De Valois, Kelli Nicole Devalois, is a registered financial advisor currently at LG FINANCIAL SERVICES, LLC located in Bellingham, Washington.

Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kelli has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelli Nicole De Valois | Kelli Nicole Devalois

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.
Zandstrand LLC Not investment-related Address: 7461 Huisman Rd. Lynden, WA 98264 United States (mailing); 407 E. Main St. Unit A & B, Everson, WA 98247 (physical) Residential rental real estate holding Owner, Manager 03/13/2018 10-15 hrs per month, not during securities trading hours Management activities associated with financial and operational duties normal to owning and leasing of a residential duplex to third party tenants

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Nicole Visser'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®
None

Experience

Current

February 19, 2025 - Present

LG FINANCIAL SERVICES, LLC

Office #1: 2211 Rimland Drive Suite 422, Bellingham, WA 98226
RIA
CRD#: 325340
BELLINGHAM, WA

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
Washington
(2/19/2025)

Exams

Current Firm

LF
LG FINANCIAL SERVICES, LLC
LG FINANCIAL SERVICES, LLC

CRD#: 325340 / SEC#:

Washington
Registered Investment Advisory firm - (2/19/2025 Approved)
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Contact information

Main Address
2211 Rimland Drive Suite 422, Bellingham, WA 98226
Mailing Address
Phone number
(360) 734-4280
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

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

LG FINANCIAL SERVICES, LLC

CRD#: 325340Bellingham, WA 98226

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