Kelly L. Stonebarger

AXIUS ADVISORS LLC

SAINT CHARLES, MO 63303

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CRD#: 3241543

Professional summary

Kelly Lynn Stonebarger, CFP®, who also goes by Kelly Lynn Box, is a registered financial advisor currently at AXIUS ADVISORS LLC located in Saint Charles, Missouri and PRIVATE CLIENT SERVICES, LLC located in St Charles, Missouri.

Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Kelly has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Lynn Box

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lynn Stonebarger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 29, 2024 - Present

AXIUS ADVISORS LLC

Office #1: 2085 Blue Stone Drive, Saint Charles, MO 63303

RIA

CRD#: 330006

SAINT CHARLES, MO

Current

July 1, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 2085 Bluestone Drive , St Charles, MO 63303

RIA

CRD#: 120222

St Charles, MO

Past

June 21, 2012 - July 14, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

SAINT CHARLES, MO

Past

June 21, 2012 - July 14, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SAINT CHARLES, MO

Past

November 1, 2011 - June 19, 2012

SUNSET FINANCIAL SERVICES, INC.

RIA

CRD#: 3538

ST CHARLES, MO

Past

November 1, 2011 - June 19, 2012

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

ST CHARLES, MO

Past

February 25, 2011 - November 17, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

ST CHARLES, MO

Past

February 25, 2011 - November 17, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ST CHARLES, MO

Past

August 20, 2008 - February 24, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

TOWN & COUNTRY, MO

Past

August 20, 2008 - February 24, 2011

LPL FINANCIAL LLC

CRD#: 6413

TOWN & COUNTRY, MO

Past

January 1, 2008 - August 14, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

March 10, 2005 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

May 4, 2004 - March 15, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

June 23, 2003 - March 25, 2004

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Missouri
(10/29/2024)

Missouri
(7/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AXIUS ADVISORS LLC

CRD#: 330006 / SEC#: 801-130416

RIA

Registered Investment Advisory firm - (6/3/2024 120-Day Approval)

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Contact information

Main Address

2085 Blue Stone Drive, Saint Charles, MO 63303

Mailing Address

Phone number

(636) 493-9600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - AXIUS ADVISORS LLC (3/17/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kelly L. Stonebarger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lynn Stonebarger's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SUNSET FINANCIAL SERVICES, INC.

SUNSET FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/20/2003

FINRA

Current Firm

AXIUS ADVISORS LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

AXIUS ADVISORS LLC

TRUST BUT VERIFY

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