Kelsey Rich

Senior Compliance Specialist at XY Planning Network - Bozeman, MT, US

Kelsey Rich's Colleagues at XY Planning Network
Kim Wolff

Content and Curriculum Manager

Contact Kim Wolff

Jocelyn Tillisch

compliance specialist

Contact Jocelyn Tillisch

Tess Hollister

People & Culture: Team Engagement Specialist

Contact Tess Hollister

Whitney Mitchell

email marketing specialist

Contact Whitney Mitchell

John Scotto

Office Manager

Contact John Scotto

Terria Heng

Compliance Consultant

Contact Terria Heng

Katie Ament

Account Specialist

Contact Katie Ament

View All Kelsey Rich's Colleagues
Kelsey Rich's Contact Details
Email (Verified)
***@xyplanningnetwork.com
Get Kelsey Rich's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Kelsey Rich's Mobile Number
HQ
N/A
Location
Company
XY Planning Network
Kelsey Rich's Company Details
XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
Details about XY Planning Network
Frequently Asked Questions about Kelsey Rich
Kelsey Rich currently works for XY Planning Network.
Kelsey Rich's role at XY Planning Network is Senior Compliance Specialist.
Kelsey Rich's email address is ***@xyplanningnetwork.com. To view Kelsey Rich's full email address, please signup to ConnectPlex.
Kelsey Rich works in the Financial Services industry.
Kelsey Rich's colleagues at XY Planning Network are Kim Wolff, Jocelyn Tillisch, Tess Hollister, Whitney Mitchell, John Scotto, Terria Heng, Katie Ament and others.
Kelsey Rich's phone number is N/A
See more information about Kelsey Rich