Duluth Team
Oliver Kelsey, CFP®, CPA, MBT
Financial Advisor
Certified Financial Planner®
Duluth Team
Oliver Kelsey, CFP®, CPA, MBT
Financial Advisor
Certified Financial Planner®
As a CERTIFIED FINANCIAL PLANNER® (CFP®), Oliver brings a unique skillset to the table for clients. He is also a Certified Public Accountant, not to mention his Master of Business Taxation accolade. Oliver understands better than most that clients have ever-changing complexity to account for — careers, children, home, travel, college, retirement and more. He listens intently to learn about their lives today so he can help them achieve their secure tomorrow.
By developing personalized financial plans that are aspirational yet achievable, he gives his clients the strategic steps to help protect and grow their assets and investments.
Oliver lives in Esko with his wife and five children.
Professional Experience
- Former manager at a top 20 public accounting and business consulting firm
- Tax planning and compliance for business and individual tax types
- Business consulting for closely held businesses
Civic Activities
- Arise Church
Personal
- Married to Jill
- Has five wonderful children
Professional Designations & Licenses
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Public Accountant (CPA)
- Series 7, 66
- Investment Advisor Representative with Osaic Wealth, Inc.
- Life, Accident, Health and Variable Insurance licenses
Education
- University of Minnesota Duluth: Bachelor of Accounting and Business Administration
- University of Minnesota, Carlson School of Business: Master of Business Taxation