This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FISHER INVESTMENTS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Apr 26, 2021

First registration

Jan 7, 2022

Dual registered

no

Other names

Kelsea Volland

IAPD individual key

7348738

• Occurred

  Nov 7, 2024
  Advisor changed firm

  Kelsea Volland left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fisher Investments (registered 2025-05-28)

  Form ADVobserved 4 days ago
• Occurred

  Jun 9, 2023
  Advisor changed firm

  Kelsea Volland left Northwestern Mutual Investment Services,Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-06-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:30c4eed7-c0dc-5265-8cfd-1df65f7613a5

First observed

Jan 7, 2022

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.