Michael Wayne Kelley Ii
CFP®Professional Summary
Michael Wayne Kelley II, CFP®, who also goes by Michael Wayne Kelley, Michael W Kelley, is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT located in Westlake, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
Biography
Mike is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and co-owner of Cornerstone Wealth Management, a Fee-Only, Registered Investment Advisory (RIA) firm located in Westlake, Ohio. Mike and his team serve clients locally and also virtually across the country. Mike is a graduate of The University of Akron and a proud member of the National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, the Cleveland Financial Advisors Network, and the Certified Financial Planner Board...
Other Aliases
Michael Wayne Kelley, Michael W Kelley
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
CORNERSTONE WEALTH MANAGEMENT | GOMERSALL DAVID ALAN | DAVID A. GOMERSALL, ADVISOR | DAGCO, INC. DBA CORNERSTONE WEALTH MANAGEMENT | DAGCO, INC.
Contact Information
Main Address
27366 Center Ridge Road, Westlake, OH 44145Phone Number
(440) 899-4000# of Employees
8SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,173AUM (Assets Under Management)
$628,669,491Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/08/2025 | Cover Page | Report |
| 10/18/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
CORNERSTONE WEALTH MANAGEMENT | GOMERSALL DAVID ALAN | DAVID A. GOMERSALL, ADVISOR | DAGCO, INC. DBA CORNERSTONE WEALTH MANAGEMENT | DAGCO, INC.
State Registrations and Notice Filings
(10/1/2020)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Wayne Kelley II's CRS (Customer Relationship Summary).
Services Offered by Michael
- Business Services
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
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KEY INVESTMENT SERVICES LLC
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