Chelsea Kerslake
Advisor at Cetera
Updated today
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.
Fee options
Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.
Work history
Cetera ADVISORS LLC
2025 - Present (1 year)
Cetera Investment Advisor
2025 - Present (1 year)
Cetera Wealth Services, LLC
2025 - Present (1 year)
Anderson, Foe, Kent, Madsen & Associates, LLC dba Pillar Financial
2021 - Present (5 years)
Chelsea Kerslake
2021 - Present (5 years)
Wag
2020 - 2020 (1 year)
Boyne Resorts - Summit At Snoqualmie
2018 - 2019 (1 year)
Ashwin Mohan
2018 - 2022 (4 years)
Mychele Johnston
2017 - 2018 (1 year)
Northwestern Mutual Wealth Management Company
2016 - 2025 (9 years)
Keith Foe
2016 - 2025 (9 years)
David Griffith
2016 - 2025 (9 years)
Northwestern Mutual Investment Services LLC
2016 - 2025 (9 years)
Luke Madsen
2016 - 2025 (9 years)
Kevin Kent
2016 - 2025 (9 years)
Michael Anderson
2016 - 2025 (9 years)
Luke H Madsen
2016 - 2016 (1 year)
key Investment Services
2015 - 2016 (1 year)
KeyBank
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Seth C
Series 66
Priest River, ID
Edward Jones
Joseph M
Series 63, Series 65
Newport, WA
Physician Advising LLC
Iliana R
Series 65
Newport, WA
Saltbox Financial LLC
Andrew D
Series 65
Newport, WA
AE Wealth Management, LLC
Daniel W
Series 63, Series 65
Priest River, ID
Cetera
Elizabeth G
Series 66
Priest River, ID
LPL Financial
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