Chelsey Kastrup
Investment Adviser Representative at Retirement AND Wealth AT Alliant, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chelsey Kastrup is an investment adviser representative with Alliant Retirement Consulting in Los Angeles, CA, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Principal Securities, Inc. and Prudential Financial Planning Services. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Nebraska.
Registrations & licenses
- Investment adviser:
- Nebraska
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research, Inc.Aug 2019 – Mar 2021Fairfield, IA
- Cambridge Investment Research, IncNov 2016 – Aug 2019Fairfield, IA
- Orion Advisor SolutionsDec 2015 – Nov 2016Omaha, NE
- Pruco Securities, LLC.Mar 2021 – Jun 2022Omaha, NE
- Prudential Insurance Company of AmericaApr 2021 – Jun 2022Omaha, NE
- Principal Life Insurance CompanyJun 2022 – Dec 2022Elkhorn, NE
- Principal Securities IncJun 2022 – Dec 2022Elkhorn, NE
- Alliant Retirement Services, LLCOct 2025 – no end date reportedAlpharetta, GA
- Capitalize Money, Inc.Apr 2023 – Apr 2025Omaha, NE
- UnemployedDec 2022 – Apr 2023La Vista, NE
- UnemployedApr 2025 – Oct 2025La Vista, NE
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Retirement AND Wealth AT Alliant, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Percentage of assets under advisement0.05%
- Percentage of assets under advisement (max)0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chelsey Kastrup has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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