Kelsey Hunter

Kelsey Hunter Email and Phone Number

Financial Planner at NextGen Wealth Services @ NextGen Wealth Services
Kelsey Hunter's Location
Detroit Metropolitan Area, United States, United States
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.

Kelsey Hunter's Current Company Details
NextGen Wealth Services

Nextgen Wealth Services

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Financial Planner at NextGen Wealth Services
Kelsey Hunter Work Experience Details
  • Nextgen Wealth Services
    Financial Planner
    Nextgen Wealth Services Mar 2023 - Present
    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 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
  • Wealth Strategies Financial Group
    Financial Professional
    Wealth Strategies Financial Group Apr 2019 - Mar 2023
    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.
  • Leos Coney Island
    Server
    Leos Coney Island Sep 2011 - Dec 2019
    Royal Oak, Michigan, Us
    Waiting tables, handling complaints, training employees, balance registers, and prepare bank deposits
  • Foresters Financial Services
    Financial Service Representative
    Foresters Financial Services Jan 2018 - Apr 2019
    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 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.
  • Modern Classics
    Bookkeeper
    Modern Classics Feb 2014 - Feb 2018
    Accounts Payable, Accounts Receivable and Payroll
  • Rhl Group Financial Services
    Administrative Assistant
    Rhl Group Financial Services Sep 2016 - Jan 2018
  • Dortch Enterprises
    Intern
    Dortch Enterprises Jan 2015 - Mar 2015
    Work in Excel to create benefits paid to date files, Input mail in Excel, Create profit loss statements and Check deposits
  • Metro North Credit Union
    Teller
    Metro North Credit Union Apr 2014 - Aug 2014
    Answer multi-line phone, Provide customer service, Open, close and balance registers and Prepare bank deposits

Kelsey Hunter Education Details

  • Oakland University
    Oakland University
    General
  • Baker College
    Baker College
    Accounting
  • Holly High School
    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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