Ameriprise Financial Services
47yrs
Top 1% by experience in Edina
4yrs
Kelsey Schultz
Financial advisor at Strategic Advisers
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office7740 France Ave South, Edina, MN 55435
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Dec 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2022 – Nov 2023Thrivent Investment Management Inc.Previously
Questions to ask Kelsey
Tailored to Kelsey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kelsey
How do I contact Kelsey?
Call Strategic Advisers at 617-563-7000 and ask for Kelsey Schultz. Kelsey works from the Edina, MN office.
How long has Kelsey been a financial advisor?
Kelsey has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Kelsey hold?
Series 66. Tap any license on this page to see what it allows.
Is Kelsey a fiduciary?
Kelsey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kelsey paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kelsey for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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