Kelly J. Ciresi

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CRD#: 5009590

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kelly Jo Ciresi, who also goes by Kelly Jo Ciresk, Kelly Jo Hausler, was a registered financial professional .

Kelly is a previously registered financial professional and started their career in finance in 2008. Kelly had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kelly Jo Ciresk | Kelly Jo Hausler

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.

TRUSTEE FOR FATHER; INV RELATED; PRESCOTT, WI; START: 3/1/18; 0 HR/MO; 0 DURING TRADING.; EXECUTOR FOR FATHER'S ESTATE, INV RELATED, SAINT PAUL, MN, START: 4/17/2023, 5 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR FATHER'S LIVING TRUST, INV RELATED, SAINT PAUL, MN, START: 4/27/2023, 5 HOURS A MONTH, 0 HOURS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Past

January 3, 2025 - March 4, 2025

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

RIA

CRD#: 330050

MINNEAPOLIS, MN

Past

January 3, 2011 - February 9, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAINT PAUL, MN

Past

January 3, 2011 - February 9, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAINT PAUL, MN

Past

April 30, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SAINT PAUL, MN

Past

March 4, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAINT PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA

Registered Investment Advisory firm - (5/30/2024 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 66

Date: 4/28/2008

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: 3/3/2008

General Securities Representative Examination

Current Firm

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA

Registered Investment Advisory firm - (5/30/2024 Approved)

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Contact information

Main Address

333 S 7th Street, Suite 2370, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 324-0235

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PMWMG ADV PART 2A 03-12-2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,711
AUM (Assets Under Management)	$ 952,370,875

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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Kelly J. Ciresi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/3/2008

Current Firm

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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