Kelsey Hunter Email and Phone Number
My name is Kelsey Foucart and I am a Financial planner with Woodbury Financial & NextGen Wealth Services in Brighton, MI. I am passionate about working side by side my clients to help them with difficult financial decisions and life changing events. I take pride in building close relationships and adding long term value to help my clients feel comfortable in their working years and throughout retirement. I offer personalized services to help clients:- Review cash reserves and debt management - Save for major life events, education, retirement and any other personal goals - Create retirement income strategies- Protect the ones they love and plan their legacyIt is my goal to help my clients grow, protect and enjoy what they have by creating a financial strategy that fits their unique situation. I take pride in understanding that every situation is different and look forward to learning more about your specific situation and goals. If you’re interested in reviewing your financial situation with me, please contact me at (248) 877-1067 or by email at kfoucart@mynextgenwealth.comhttps://www.sipc.org/ www.FINRA.org https://url.emailprotection.link/?b-uE-HQhxZJYCNgI7MscmJdr4bmrbZSr9YeJL5sKZ8GBhUppfPp1TZfU2nfu4Vi_TIM25B-np8gtL49pEC6b1dA~~. Securities and investment advisor services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here or independent of WFS.
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Financial PlannerNextgen Wealth Services Mar 2023 - PresentMy name is Kelsey Foucart and I am a Financial planner with Osaic Wealth & NextGen Wealth Services in Brighton, MI. I am passionate about working side by side my clients to help them with difficult financial decisions and life changing events. I take pride in building close relationships and adding long term value to help my clients feel comfortable in their working years and throughout retirement. I offer personalized services to help clients:- Review cash reserves and debt management - Save for major life events, education, retirement and any other personal goals - Create retirement income strategies- Protect the ones they love and plan their legacyIt is my goal to help my clients grow, protect and enjoy what they have by creating a financial strategy that fits their unique situation. I take pride in understanding that every situation is different and look forward to learning more about your specific situation and goals. If you’re interested in reviewing your financial situation with me, please contact me at (248) 877-1067 or by email at KHunter@mynextgenwealth.comSecurities and investment advisor services offered through Osaic Wealth Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here or independent of Osaic. 248-877-1067 -
Financial ProfessionalWealth Strategies Financial Group Apr 2019 - Mar 2023Southfield, Michigan, UsRegistered Representative and investment advisor representative of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Wealth Strategies Financial Group is independently owned and operated. -
ServerLeos Coney Island Sep 2011 - Dec 2019Royal Oak, Michigan, UsWaiting tables, handling complaints, training employees, balance registers, and prepare bank deposits -
Financial Service RepresentativeForesters Financial Services Jan 2018 - Apr 2019New York, Ny, UsNeither Foresters Financial Services, Inc. nor any of its affiliates, associates or representatives are affiliated with LinkedIn, nor endorse any of the views, representations or services offered or made by anyone else on this site. Foresters Financial™ and Foresters™ are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society) and its subsidiaries, incl¬¬uding Foresters Financial Services, Inc. Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money. -
BookkeeperModern Classics Feb 2014 - Feb 2018Accounts Payable, Accounts Receivable and Payroll -
Administrative AssistantRhl Group Financial Services Sep 2016 - Jan 2018
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InternDortch Enterprises Jan 2015 - Mar 2015Work in Excel to create benefits paid to date files, Input mail in Excel, Create profit loss statements and Check deposits
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TellerMetro North Credit Union Apr 2014 - Aug 2014Answer multi-line phone, Provide customer service, Open, close and balance registers and Prepare bank deposits
Kelsey Hunter Education Details
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Oakland UniversityGeneral -
Baker CollegeAccounting -
Holly High School
Frequently Asked Questions about Kelsey Hunter
What company does Kelsey Hunter work for?
Kelsey Hunter works for Nextgen Wealth Services
What is Kelsey Hunter's role at the current company?
Kelsey Hunter's current role is Financial Planner at NextGen Wealth Services.
What schools did Kelsey Hunter attend?
Kelsey Hunter attended Oakland University, Baker College, Holly High School.
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