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Michael Wayne Kelley

Cornerstone Wealth Management

Westlake, OH

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Current Employers
Cornerstone Wealth Management

27366 Center Ridge Road, Westlake, OH 44145 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-10-01
  • OH RA
    APPROVED
    Since 2020-10-01

Branch Locations

27366 Center Ridge Road, Westlake, OH 44145 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Mentor OH 04/2014 10/2017
Axa Advisors, Llc New York NY 10/2017 06/2018
Carver Financial Services Mentor OH 04/2014 10/2017
Kelley Financial Planning, Llc Cleveland OH 06/2018 12/2020
Cornerstone Wealth Management Westlake OH 10/2020 Present
Summit Capital, Inc. Pepper Pike OH 03/2026 07/2026
  • 04/2014 → 10/2017
    Raymond James Financial Services
    Mentor, OH
  • 10/2017 → 06/2018
    Axa Advisors, Llc
    New York, NY
  • 04/2014 → 10/2017
    Carver Financial Services
    Mentor, OH
  • 06/2018 → 12/2020
    Kelley Financial Planning, Llc
    Cleveland, OH
  • 10/2020 → Present
    Cornerstone Wealth Management
    Westlake, OH
  • 03/2026 → 07/2026
    Summit Capital, Inc.
    Pepper Pike, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-21
S63 Uniform Securities Agent State Law Examination 2014-04-24
  • S65 Uniform Investment Adviser Law Examination
    2017-12-21
  • S63 Uniform Securities Agent State Law Examination
    2014-04-24
Designations
Other Names
  • Michael Wayne Kelley
  • Michael Wayne Kelley
  • Michael W Kelley

View on SEC IAPD

Other Firms

PARADIGM WEALTH MANAGEMENT, LLC
HIGHLAND CONSULTING ASSOCIATES INC.
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
COLETTA CAPITAL, LLC
ATHLETES FINANCIAL ADVISERS, LLC
MORGAN STANLEY
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

GREGORY STEVEN JOHNSON
KEVIN VINCENT COONEY
DOUGLAS CARL KUHLMAN
MARNIE RENEE RANDEL
THOMAS RANDALL FAIRFAX
Ryan Christopher Smeltzer
Laurel Fitzsimmons
Michael Coletta

Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH

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