Michael W. Kelley
CORNERSTONE WEALTH MANAGEMENT
Westlake, OH 44145
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CRD#: 6146459
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 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
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 (CFP®).
When I'm not in the office creating financial plans, you'll either find me on the golf course or walking the Metroparks with my wife, Krista and dog, Stewie.
If you're interested in learning more and want to see if we're the right fit, please schedule a quick 15-minute consultation.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Life Transitions
Estate Planning
Retirement Planning
Insurance Planning
Investment Planning
Tax Planning
Retirement Income Management
Do you have an area of expertise or specialization?
AUM
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Michael Wayne Kelley | Michael W Kelley
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Wayne Kelley II's 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®
Start date: 2015
Experience
Current
October 1, 2020 - Present
CORNERSTONE WEALTH MANAGEMENT
Office #1: 27366 Center Ridge Road, Westlake, OH 44145RIA
CRD#: 106950
Westlake, OH
Past
August 2, 2018 - January 4, 2021
KELLEY FINANCIAL PLANNING, LLC
RIA
CRD#: 297710
CLEVELAND, OH
Past
January 3, 2018 - July 6, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
AKRON, OH
Past
November 15, 2017 - July 6, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
AKRON, OH
Past
February 5, 2016 - October 6, 2017
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
MENTOR, OH
Past
April 3, 2014 - October 5, 2017
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
MENTOR, OH
Past
October 18, 2013 - April 1, 2014
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
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".
CORNERSTONE WEALTH MANAGEMENT
CORNERSTONE WEALTH MANAGEMENT | GOMERSALL DAVID ALAN | DAVID A. GOMERSALL, ADVISOR | DAGCO, INC. DBA CORNERSTONE WEALTH MANAGEMENT | DAGCO, INC.
CRD#: 106950 / SEC#: 801-51066
RIA
Registered Investment Advisory firm - (2/1/1996 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
Ohio(10/1/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CORNERSTONE WEALTH MANAGEMENT
CORNERSTONE WEALTH MANAGEMENT | GOMERSALL DAVID ALAN | DAVID A. GOMERSALL, ADVISOR | DAGCO, INC. DBA CORNERSTONE WEALTH MANAGEMENT | DAGCO, INC.
CRD#: 106950 / SEC#: 801-51066
RIA
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Contact information
Main Address
27366 Center Ridge Road, Westlake, OH 44145
Mailing Address
Phone number
(440) 899-4000
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,049 |
| AUM (Assets Under Management) | $ 518,388,665 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/08/2025 | ||
| 10/18/2024 | ||
| 06/12/2023 | ||
| 06/12/2023 |
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.
