Stephen Egnatchik has been an investment adviser representative at Kelsey Financial since January 2024, and is not listed among the firm’s executive officers or direct owners. Stephen Egnatchik holds a Bachelor's Degree in Organizational Leadership from California Lutheran University.
Kelsey Financial, LLC is a Moorpark, CA firm with $176M under management, 275 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Stephen Egnatchik is Advisor of Kelsey Financial, based in Moorpark. He had a career of nearly two decades with the Ventura County Sheriff's Office, where he investigated sophisticated criminal organizations, and retired from the office. He now works with clients.
- Kelsey Financial, LLCCurrent– present · 2 yearsWestlake Village, CA · Adviser representative · Firm CRD 314950
Investment adviser representative registrations
Stephen Egnatchik is registered as an investment adviser representative in California, since January 2024.
- CaliforniaSince 5 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephen Michael Egnatchik
- CRD
- 7852978
- Firm
- Kelsey Financial · CRD 314950
- Office
- 32123 Lindero Canyon Road, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kelseyfinancial.net
Where does Stephen Egnatchik work?
Stephen Egnatchik is an investment adviser representative registered through Kelsey Financial, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Egnatchik a financial advisor?
Yes. Stephen Egnatchik has a current investment-adviser registration in California, through Kelsey Financial since January 2024.
How many years of experience does Stephen Egnatchik have?
Stephen Egnatchik has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Stephen Egnatchik passed?
Stephen Egnatchik passed the Series 65 in January 2024.
Where is Stephen Egnatchik based?
Stephen Egnatchik’s registered office is in Westlake Village, CA.
Is Stephen Egnatchik registered with FINRA?
No. Stephen Egnatchik has no current broker registration.
How can I verify Stephen Egnatchik’s record?
Search CRD 7852978 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Egnatchik’s full registration record.