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KD

Kelli J. Denney

ARMOUR WEALTH ADVISORS
Tumwater, WA 98501
Some features on this profile are disabled
CRD#: 5444259
KD

Professional summary


Kelli Jo Denney, who also goes by Kelli Denney, Kelli Jo Miller, is a registered financial advisor currently at ARMOUR WEALTH ADVISORS, LLC located in Tumwater, Washington.

Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kelli has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kelli Denney | Kelli Jo Miller

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 Kelli Jo Denney'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®
None

Experience


Current

January 2, 2020 - Present

ARMOUR WEALTH ADVISORS, LLC

Office #1: 344 Cleveland Avenue Se Ste B, Tumwater, WA 98501
RIA
CRD#: 306171
Tumwater, WA
Past

June 6, 2014 - January 24, 2020

RAGNAR WEALTH MANAGEMENT LLC

RIA
CRD#: 171044
TUMWATER, WA
Past

October 18, 2012 - June 2, 2014

GK CAPITAL PARTNERS

RIA
CRD#: 150604
OLYMPIA, WA
Past

February 22, 2010 - October 31, 2012

MORGAN STANLEY

RIA
CRD#: 149777
OLYMPIA, WA
Past

June 1, 2009 - October 31, 2012

MORGAN STANLEY

BD
CRD#: 149777
OLYMPIA, WA
Past

May 6, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
OLYMPIA, WA

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".
AW
ARMOUR WEALTH ADVISORS, LLC
ARMOUR WEALTH ADVISORS, LLC | RAGNAR WEALTH MANAGEMENT, LLC

CRD#: 306171 / SEC#: 801-135566

RIA
Registered Investment Advisory firm - (2/19/2026 Approved)
Washington
Registered Investment Advisory firm - (1/1/2020 Approved)

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
Washington
(1/2/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2009
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


AW
ARMOUR WEALTH ADVISORS, LLC
ARMOUR WEALTH ADVISORS, LLC | RAGNAR WEALTH MANAGEMENT, LLC

CRD#: 306171 / SEC#: 801-135566

RIA
Registered Investment Advisory firm - (2/19/2026 Approved)
Washington
Registered Investment Advisory firm - (1/1/2020 Approved)
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Contact information


Main Address
344 Cleveland Avenue Se Ste B, Tumwater, WA 98501
Mailing Address
Phone number
(360) 628-8783
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KELLI DENNEY ADV 2B JAN 2025 (2/9/2026)

Regulatory assets under management


Total Number of Accounts306
AUM (Assets Under Management)$ 110,366,065

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


ARMOUR WEALTH ADVISORS, LLC

CRD#: 306171Tumwater, WA 98501

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