Kelly D. Ikenberry
Professional summary
Kelly Dawn Ikenberry, who also goes by Kelly Dawn Springer, is a registered financial advisor currently at ADVENIRE WEALTH MANAGEMENT located in Colorado Springs, Colorado.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kelly has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Dawn Ikenberry's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 25, 2023 - Present
ADVENIRE WEALTH MANAGEMENT
Office #1: 13521 Northgate Estates Dr Suite 200, Colorado Springs, CO 80921May 2, 2007 - December 12, 2007
UVEST FINANCIAL SERVICES GROUP, INC.
September 22, 2004 - April 20, 2007
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/25/2023)
Exams
Current Firm
ADVENIRE WEALTH MANAGEMENT
CRD#: 301177 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 243 |
| AUM (Assets Under Management) | $ 93,084,141 |
Red Flags
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Company Information
ADVENIRE WEALTH MANAGEMENT
CRD#: 301177Colorado Springs, CO 80921TRUST BUT VERIFY
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