Kelly Michelle Gwynn
Investment adviser representative at Threadline Wealth
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.8BFirm assets
Are you Kelly Michelle Gwynn? 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
- Pension consulting
Experience
11 years in the industry.
- Threadline WealthJan 2025 to now
- Moss Adams Wealth AdvisorsJan 2020 to now
- UnemployedAug 2019 to Jan 2020
- Moss Adams Wealth AdvisorsJun 2019 to Aug 2019
- SirsidynixJun 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Threadline Wealth
Legal name: Moss Adams Wealth Advisors LLC
$5.8BAssets managed
1,246Clients
22Advisers
25 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
- 8034175
- Firm CRD
- 108917