Michael Wayne Kelley
Investment adviser representative at Cornerstone Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$628.7MFirm 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
12 years in the industry.
- Cornerstone Wealth ManagementOct 2020 to now
- Summit Capital, Inc.Mar 2026 to Jul 2026
- Kelley Financial Planning, LLCJun 2018 to Dec 2020
- AXA Advisors, LLCOct 2017 to Jun 2018
- Carver Financial ServicesApr 2014 to Oct 2017
- Raymond James Financial ServicesApr 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
Cornerstone Wealth Management
Legal name: Dagco, Inc.
$628.7MAssets managed
463Clients
5Advisers
30 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
- 6146459
- Firm CRD
- 106950