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Kelly Stecklein

Kelly Stecklein

ADVISORY SOLUTIONS GROUP
FRISCO, CO 80443
CRD#: 4201342
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Kelly Stecklein
Kelly SteckleinADVISORY SOLUTIONS GROUP

Professional summary

Kelly Stecklein, CFP®, who also goes by Kelly Lyn Stecklein, is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Frisco, Colorado.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kelly has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelly Lyn Stecklein

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Stecklein'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

Start date: 2008

Experience

Current

May 1, 2026 - Present

ADVISORY SOLUTIONS GROUP

Office #1: 620 E Main St, Frisco, CO 80443
RIA
CRD#: 339919
FRISCO, CO
Past

December 19, 2025 - June 2, 2026

CS PLANNING CORP

RIA
CRD#: 149937
Frisco, CO
Past

June 16, 2020 - January 14, 2026

THE INSTITUTE

RIA
CRD#: 127207
Golden, CO
Past

January 6, 2014 - July 14, 2020

HINDS FINANCIAL GROUP INC

RIA
CRD#: 129971
LAKEWOOD, CO
Past

December 2, 2013 - June 11, 2020

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
GOLDEN, CO
Past

December 2, 2013 - June 11, 2020

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
GOLDEN, CO
Past

July 29, 2008 - December 2, 2013

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
GOLDEN, CO
Past

July 29, 2008 - December 2, 2013

SECURITIES AMERICA, INC.

BD
CRD#: 10205
GOLDEN, CO
Past

November 19, 2004 - August 26, 2008

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
DENVER, CO
Past

November 19, 2004 - August 26, 2008

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
DENVER, CO
Past

November 26, 2001 - January 21, 2003

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
ASPEN, CO
Past

July 24, 2001 - January 21, 2003

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

August 25, 2000 - March 13, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

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.

Highlighted states indicate IAR registrations

IAR
Colorado
(5/4/2026)
IAR
Texas
(5/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/13/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2000
General Securities Representative Examination

Current Firm

AS
ADVISORY SOLUTIONS GROUP
ADVISORY SOLUTIONS GROUP | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130

RIA
Registered Investment Advisory firm - (1/8/2026 120-Day Approval)
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Contact information

Main Address
505 N Hwy 169, Plymouth, MN 55441
Mailing Address
Phone number
(763) 417-1700
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP, LLC ADV 2A BROCHURE 12.09.2025 (12/9/2025)

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.

Company Information

ADVISORY SOLUTIONS GROUP

CRD#: 339919Frisco, CO 80443

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