Julie M. Kist
CFP®Professional Summary
Julie M. Kist, CFP®, who also goes by Julie M. Shelley, Julie Marie Shelley, is a registered financial advisor currently at KELOS WEALTH PLANNING, LLC located in Cincinnati, Ohio. Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Julie has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Julie M. Shelley, Julie Marie Shelley
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
KELOS WEALTH PLANNING, LLC
Contact Information
Main Address
Cincinnati, OHMailing Address
3874 Paxton Ave #9661, Cincinnati, OH 45209Phone Number
(513) 966-5478# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/26/2026)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Julie M. Kist's CRS (Customer Relationship Summary).
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