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Core Wealth

315 Edelweiss Drive, Unit 8
Bozeman, MT 59718

Kelsey Erickson

Kelsey Erickson

Marketing Coordinator

 

 

Kelsey Erickson, Marketing Coordinator, started her career as an Advisor Assistant in 2014 while she was finishing up her B.A. in Business Management at Eastern Washington University. Kelsey gained experience working in Spokane and after graduation, moved back to Bozeman to work with her Dad. She has a passion for marketing especially planning client events. 

 

 Kelsey enjoys traveling to new places, being outdoors hiking and camping, paddle boarding, golfing, and watching sports. Kelsey is very involved in Special Olympics and is the Outreach Coordinator for the Big Sky area. She is also a member of the Bozeman Rotaract Club, a young professional service-based club, connected to the Bozeman Sunrise Rotary Club. 

 

Kelsey acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  Waddell & Reed is not affiliated with any other entities referenced.  11/19