Kelly Stecklein

Current Employers

Employment History

• 11/2008 → 04/2026
  Stecklein Mountain Properties
  Denver, CO
• 12/2013 → 06/2020
  Cetera Advisor Networks
  El Segundo, CA
• 12/2013 → 06/2020
  Hinds Financial Group
  Lakewood, CO
• 06/2020 → 12/2025
  The Institute For Wealth Management
  Denver, CO
• 10/2009 → Present
  Wealth Evolution Group
  Frisco, CO
• 12/2025 → 04/2026
  Cs Planning Corp.
  Frisco, CO
• 05/2026 → Present
  Advisory Solutions Group
  Frisco, TX

Previous Registrations

• 2025-12-19 → 2026-06-02
  Cs Planning Corp
  Frisco, CO
  Portland, OR
  Frisco, CO
• 2020-06-16 → 2026-01-14
  The Institute
  Denver, CO
  Golden, CO
  Frisco, CO
• 2014-01-06 → 2020-07-14
  Hinds Financial Group Inc
  Lakewood, CO
• 2013-12-02 → 2020-06-11
  Cetera Wealth Services, Llc
  Golden, CO
  Westminster, CO
  Frisco, CO
• 2008-07-29 → 2013-12-02
  Securities America Advisors, Inc.
  Denver, CO
  Golden, CO
• 2004-11-19 → 2008-08-26
  Hornor, Townsend & Kent, Llc
  Denver, CO
  Denver, CO
• 2001-11-26 → 2003-01-21
  Wells Fargo Investments, Llc
  Aspen, CO

Other Businesses

WEALTH EVOLUTION GROUP - PRESIDENT - FRISCO, CO. FIXED LIFE, DISABILITY, AND LONG-TERM CARE INSURANCE SALES AND SERVICING. 5 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS. HEALTH EVOLUTION GROUP - FOUNDER - FRISCO, CO. HEALTH AND NUTRITION COACHING. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. STECKLEIN ISLAND PROPRTIES - PRESIDENT - MAKAWAO, HI. RENTAL PROPERTY. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-13
• S63 Uniform Securities Agent State Law Examination
  2000-09-08

Designations

Other Names

• Kelly Lyn Stecklein