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Kelsey Hunter Email & Phone Number

Financial Planner at NextGen Wealth Services at NextGen Wealth Services
Location: Detroit Metropolitan Area, United States, United States 8 work roles 3 schools
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Current company
Role
Financial Planner at NextGen Wealth Services
Location
Detroit Metropolitan Area, United States, United States

Who is Kelsey Hunter? Overview

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Quick answer

Kelsey Hunter is listed as Financial Planner at NextGen Wealth Services at NextGen Wealth Services, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Kelsey Hunter.

Kelsey Hunter previously worked as Financial Planner at Nextgen Wealth Services and Financial Professional at Wealth Strategies Financial Group. Kelsey Hunter holds Bachelor’S Degree, Finance, General from Oakland University.

Company email context

Email format at NextGen Wealth Services

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NextGen Wealth Services

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Profile bio

About Kelsey Hunter

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.

Current workplace

Kelsey Hunter's current company

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NextGen Wealth Services
Nextgen Wealth Services
Financial Planner at NextGen Wealth Services
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8 roles

Kelsey Hunter work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current

My 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.

Mar 2023 - Present

Financial Professional

Southfield, Michigan, US

Registered 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.

Apr 2019 - Mar 2023

Server

Royal Oak, Michigan, US

Waiting tables, handling complaints, training employees, balance registers, and prepare bank deposits

Sep 2011 - Dec 2019

Financial Service Representative

New York, NY, US

Neither 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.

Jan 2018 - Apr 2019

Bookkeeper

Accounts Payable, Accounts Receivable and Payroll

Feb 2014 - Feb 2018

Administrative Assistant

Rhl Group Financial Services
Sep 2016 - Jan 2018

Intern

Dortch Enterprises

Work in Excel to create benefits paid to date files, Input mail in Excel, Create profit loss statements and Check deposits

Jan 2015 - Mar 2015

Teller

Metro North Credit Union

Answer multi-line phone, Provide customer service, Open, close and balance registers and Prepare bank deposits

Apr 2014 - Aug 2014
3 education records

Kelsey Hunter education

Bachelor’S Degree, Finance, General

Oakland University

Associate'S Degree, Accounting

Baker College

Education record

Holly High School
FAQ

Frequently asked questions about Kelsey Hunter

Quick answers generated from the profile data available on this page.

What company does Kelsey Hunter work for?

Kelsey Hunter works for NextGen Wealth Services.

What is Kelsey Hunter's role at NextGen Wealth Services?

Kelsey Hunter is listed as Financial Planner at NextGen Wealth Services at NextGen Wealth Services.

Where is Kelsey Hunter based?

Kelsey Hunter is based in Detroit Metropolitan Area, United States, United States while working with NextGen Wealth Services.

What companies has Kelsey Hunter worked for?

Kelsey Hunter has worked for Nextgen Wealth Services, Wealth Strategies Financial Group, Leos Coney Island, Foresters Financial Services, and Modern Classics.

How can I contact Kelsey Hunter?

You can use AeroLeads to view verified contact signals for Kelsey Hunter at NextGen Wealth Services, including work email, phone, and LinkedIn data when available.

What schools did Kelsey Hunter attend?

Kelsey Hunter holds Bachelor’S Degree, Finance, General from Oakland University.

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