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Justin Wayne Kelly

Evexia Wealth, LLC

Stevens Point, WI

Canby, OR

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Current Employers
Evexia Wealth, Llc

1265 Main Street Suite 105, Stevens Point, WI 54481 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-01-27
  • OR RA
    APPROVED
    Since 2023-01-27

Branch Locations

1265 Main Street Suite 105, Stevens Point, WI 54481 • United States

Canby, OR • 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
Ctc Mycfo Portland OR 06/2012 03/2017
Swickard Management Company Wilsonville OR 04/2017 05/2017
Thrivent Investment Management Inc Portland OR 06/2017 11/2020
Thrivent Financial - Nicholas Baecker Portland OR 06/2017 03/2019
Thrivent Financial - Joseph Watson Eau Claire WI 03/2019 06/2019
Thrivent Financial Appleton WI 06/2019 11/2020
Thrivent Advisor Network Llc Portland OR 11/2020 01/2023
Evexia Wealth, Llc Wilsonville OR 01/2023 Present
  • 06/2012 → 03/2017
    Ctc Mycfo
    Portland, OR
  • 04/2017 → 05/2017
    Swickard Management Company
    Wilsonville, OR
  • 06/2017 → 11/2020
    Thrivent Investment Management Inc
    Portland, OR
  • 06/2017 → 03/2019
    Thrivent Financial - Nicholas Baecker
    Portland, OR
  • 03/2019 → 06/2019
    Thrivent Financial - Joseph Watson
    Eau Claire, WI
  • 06/2019 → 11/2020
    Thrivent Financial
    Appleton, WI
  • 11/2020 → 01/2023
    Thrivent Advisor Network Llc
    Portland, OR
  • 01/2023 → Present
    Evexia Wealth, Llc
    Wilsonville, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-23
S63 Uniform Securities Agent State Law Examination 2017-06-22
  • S66 Uniform Combined State Law Examination
    2019-05-23
  • S63 Uniform Securities Agent State Law Examination
    2017-06-22

View on SEC IAPD

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BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
SENTRY INVESTMENT MANAGEMENT, L.L.C.

Other Investors

MICHAEL JAMES HENSCHEL
EUGENE DANIEL SCHULFER
LOUANN SCHULFER
JAMES JOSEPH ROBINSON
SCOTT MATTHEW BIERTZER
Dorece Berray Johnson
BENJAMIN AKIRO LAWS
JOSEPH THOMAS WATSON

Other Offices

LPL FINANCIAL LLC · STEVENS POINT, WI
LPL FINANCIAL LLC · STEVENS POINT, WI
ASSOCIATED INVESTMENT SERVICES, INC. · STEVENS POINT, WI
EDWARD JONES · STEVENS POINT, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Stevens Point, WI
LPL FINANCIAL LLC · STEVENS POINT, WI
BROOKSTONE WEALTH ADVISORS, LLC · Stevens Point, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Stevens Point, WI

More in Stevens Point, WI

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