Kelly Stecklein
Investment adviser representative at Advisory Solutions Group
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$408.4MFirm assets
Are you Kelly Stecklein? Claim your profile
Contact this firm
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
18 years in the industry.
- Advisory Solutions GroupMay 2026 to now
- Wealth Evolution GroupOct 2009 to now
- Cs Planning Corp.Dec 2025 to Apr 2026
- The Institute for Wealth ManagementJun 2020 to Dec 2025
- Cetera Advisor NetworksDec 2013 to Jun 2020
- Hinds Financial GroupDec 2013 to Jun 2020
- Stecklein Mountain PropertiesNov 2008 to Apr 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn 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
- 4201342
- Firm CRD
- 339919