KS
KS

Kelly Stecklein

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
817 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Loading...

Location

9878 W. Belleview Ave., #2306, Denver, CO, 80123

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kelly sells fixed insurance products including life, disability, annuities, and long-term care. Kelly also co-owns rental property, acts as a trustee for family members, and is a financial advisor doing business as Wealth Evolution Group, spending about 10-20% of her time on that business.

Employment History
Current Registrations
The Institute
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Hinds Financial Group INC
January 2014 - July 2020 · 6 yrs 6 mos
Cetera Advisor Networks LLCBroker
December 2013 - June 2020 · 6 yrs 6 mos
Cetera Advisor Networks LLC
December 2013 - June 2020 · 6 yrs 6 mos
Securities America, INC.Broker
July 2008 - December 2013 · 5 yrs 5 mos
Securities America Advisors, INC.
July 2008 - December 2013 · 5 yrs 5 mos
Hornor, Townsend & Kent, INC.
November 2004 - August 2008 · 3 yrs 9 mos
Hornor, Townsend & Kent, INC.Broker
November 2004 - August 2008 · 3 yrs 9 mos
Wells Fargo Investments, LLC
November 2001 - January 2003 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
July 2001 - January 2003 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
August 2000 - March 2001 · 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Kelly Stecklein - Financial Advisor | TrueAdvisor