Kelly Lynn Stonebarger

Employer firm

Axius Advisors LLC CRD 330006

$624M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  Axius Financial
  St Charles, MO
• 06/2012 → 07/2025
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 10/2024 → Present
  Axius Advisors Llc
  St Charles, MO
• 07/2025 → Present
  Private Client Services
  St Charles, MO

Previous Registrations

• 2012-06-21 → 2025-07-14
  Cambridge Investment Research Advisors, Inc.
  Saint Charles, MO
  Saint Charles, MO
• 2011-11-01 → 2012-06-19
  Sunset Financial Services, Inc.
  St Charles, MO
• 2011-02-25 → 2011-11-17
  Cambridge Investment Research Advisors, Inc.
  St Charles, MO
• 2008-08-20 → 2011-02-24
  Lpl Financial Llc
  Town & Country, MO

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/21/2012 2) REGISTERED WITH CAMBRIDGE INVESTMENT RESEARCH: 40 HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-15

Designations

• Certified Financial Planner

Other Names

• Kelly Lynn Box