Advisor at Actuarial Direct LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pahrump, NV 89060
Credentials
Series 65
Industry experience
2 years
Kaylee Wallentine is a financial advisor at Actuarial Direct LLC with a Series 65 credential and two years of industry experience. She has worked at the Institute of Applied Actuarial Science since 2022 and previously at Actuarial Management Corporation from 2020 to 2022. Actuarial Direct LLC provides discretionary portfolio management and investment advice to individuals and institutions, using quantitative methods such as mean-variance optimization and the Black–Litterman model. The firm manages approximately $7 million in assets and primarily utilizes ETFs in its model-driven portfolio construction.
0.17% monthly maximum fee (negotiable)
1131 E Bell Vista
Pahrump, NV 89060
California · Nevada
Institute of Applied Actuarial Science
2022 - Present (4 years)
Actuarial Management Corporation
2020 - 2022 (2 years)
University of California Irvine
2016 - 2020 (4 years)
High School
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Pahrump, NV
Edward Jones
Series 66
Pahrump, NV
LPL Financial
Douglas Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at M Stevens Wealth Advisors, Chalice Capital Partners, and Waddell & Reed Inc. He also owns a business entity called On Target Planning, which is unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.
Series 63, Series 66
Pahrump, NV
Empower Advisory Group
Series 66
Pahrump, NV
Edward Jones
Series 66
Pahrump, NV
Thrivent Investment Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")