Kelly Lynn Stonebarger
Investment adviser representative at Axius Advisors LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$623.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Private Client ServicesJul 2025 to now
- Axius Advisors LLCOct 2024 to now
- Axius FinancialFeb 2011 to now
- Cambridge Investment Research Advisors, IncJun 2012 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MO).
Axius Advisors LLC
$623.8MAssets managed
1,231Clients
12Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3241543
- Firm CRD
- 330006