Kelsey White has been an investment adviser representative at Financial Life Planners since March 2026, and is not listed among the firm’s executive officers or direct owners.
Financial Life Planners LLC is a Tempe, AZ firm with $208M under management, 298 clients and 3 advisers across 2 offices, as of its March 2026 filing.
- Financial Life PlannersCurrent– present · under a yearTempe, AZ · Adviser representative · Firm CRD 129415
Investment adviser representative registrations
Kelsey White is registered as an investment adviser representative in Arizona, since March 2026.
- ArizonaSince 16 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kelsey McKenna White
- CRD
- 8196462
- Firm
- Financial Life Planners · CRD 129415
- Office
- 2151 E BROADWAY, SUITE 203, Tempe, AZ 85282
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelsey White work?
Kelsey White is an investment adviser representative registered through Financial Life Planners LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kelsey White a financial advisor?
Yes. Kelsey White has a current investment-adviser registration in Arizona, through Financial Life Planners since March 2026.
How many years of experience does Kelsey White have?
Kelsey White has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Kelsey White passed?
Kelsey White passed the Series 65 in February 2026.
Where is Kelsey White based?
Kelsey White’s registered office is in Tempe, AZ.
Is Kelsey White registered with FINRA?
No. Kelsey White has no current broker registration.
How can I verify Kelsey White’s record?
Search CRD 8196462 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelsey White’s full registration record.
- Cynthia FickOwner/President
- Janet MesserChief Compliance Officer
- Gina WightPartner/Co-Owner