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Featured Business Financial Advisor in Sedona, AZ
Sedona Financial Advisors
Pinnacle Financial Advisors
105 Roadrunner Drive Suite 4
Sedona, AZ 86336
(480) 967-1155
Advisor Profile
Bill Kelso CPA, CFP
Name:  Bill Kelso CPA, CFP
Phone Number:  (480) 967-1155
Website:  Visit Website
Disclaimer
Bill Kelso is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.

About Pinnacle Financial Advisors

Since 2005, Pinnacle Financial Advisors has helped individuals, families, and
businesses understand their financial opportunities and plan for the future. As
nimble, strategic partners, our team brings extensive and diverse experience,
with each member possessing a unique skillset and background that provides
holistic support. We have first-hand experience tackling all sorts of issues
from straightforward circumstances to the most complex cases.

At Pinnacle Financial Advisors, we provide more than just financial planning
and wealth management. We're friends, colleagues, counselors, and
professionals with decades of experience who take the time to get to know
you and your unique needs. We value close, long-term relationships, and
build them with trust and transparency - the cornerstones of our business.
Understanding what matters most to you gives us the knowledge to support
you through whatever life has in store.

***
Securities offered through United Planners Financial Services, Member
FINRA/SIPC. Advisory Services offered through Seros Financial, LLC. Pinnacle
Financial Advisors, Seros Financial, and United Planners are independent
companies. For information concerning the licensing status or disciplinary
history of a broker-dealer or BD agent a consumer should contact his or her
state securities law administrator or go to FINRA BrokerCheck www.finra.org.

This information is intended for use only by residents of AZ, CA, KS, MN, OR,
TX, and WI. Securities-related services may not be provided to individuals
residing in any state not listed above. Insurance-related services may not be
provided to individuals residing in any states other than AZ, CA, KS, MN, OR,
TX, and WI.
 

General Information

CRD#:    1191496
Name of Broker/Dealer:    United Planners
Name of Custodial Firm:    Multiple
States Licensed in:    AZ, CA, CO, FL KS, NM, WI
States Willing to do Business in:    Happy Jack, Flagstaff, Sedona, Cottonwood, Clarkdale
Years of Experience in Financial Services:    40
Number of Years with Current Firm:    6
Work Experience:    With a career as deep as it is broad in finance, including
working at a Big 8 accounting firm and American Express
Financial Services, Bill was also heavily involved in weighing
in on fee-based advisory models as part of a national task
force at SunAmerica Securities that developed the platform
for fee-only advisory services. These experiences led him to
start his own firm, Financial Planning Strategies Group,
where he quickly realized that smaller, more dynamic firms
could be more nimble and thoughtful in serving clients. This
has become part of his mantra in serving clients today.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Options & Futures, FOREX & Currency, Mortgages & Real Estate, Insurance, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, At my office, Video Conference, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA)
Securities Licenses:    Series 63, Series 51, Series 7, Series 24, Series 65
Insurance and Annuity Licenses:    Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life, Annuity
Non-Financial Organization Memberships:    Global Chamber Phoenix Chapter, Sedona Chamber of
Commerce, Friends of the Forest
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Commissions, Based on Assets, Hourly
 
 
 
Prepared By: Bill Kelso CPA, CFP

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