Kelsey Mullen, Financial Advisor located in Lockhart, TX

Financial Advisor
Kelsey Mullen

CEPA®, AWMA®, CRPS™
1011a W San Antonio, Lockhart, TX 78644opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • New Investors

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AWMA®

    Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Wine Collecting/Enthusiast
  • Cooking
  • Community Outreach
  • Pets
  • Podcasts

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(512) 398-6711

Fax

(877) 479-3169

Office Address

1011a W San Antonio
Lockhart, TX 78644opens in a new window

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