Michael Andrew Kelly II
CFP®Professional Summary
Michael Andrew Kelly II, CFP®, who also goes by Michael Andrew Kelly 2nd, Michael Andrew Kelly Jr, is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Annapolis, Maryland and OSAIC WEALTH, INC. located in Annapolis, Maryland. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michael has worked at 5 firms and has passed the Series 66, SIE, Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Andrew Kelly II, Michael Andrew Kelly 2nd, Michael Andrew Kelly Jr
Similar Advisors
PEAK6 CAPITAL MANAGEMENT LLC
EXCEPTIONAL WEALTH & FAMILY OFFICE
MEASURED RISK PORTFOLIOS
TREASURE VALLEY FINANCIAL PLANNING
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PEAK6 CAPITAL MANAGEMENT LLC
EXCEPTIONAL WEALTH & FAMILY OFFICE
MEASURED RISK PORTFOLIOS
TREASURE VALLEY FINANCIAL PLANNING
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PEAK6 CAPITAL MANAGEMENT LLC
EXCEPTIONAL WEALTH & FAMILY OFFICE
MEASURED RISK PORTFOLIOS
TREASURE VALLEY FINANCIAL PLANNING
Disclosures on record.
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.
Similar Advisors
PEAK6 CAPITAL MANAGEMENT LLC
EXCEPTIONAL WEALTH & FAMILY OFFICE
MEASURED RISK PORTFOLIOS
TREASURE VALLEY FINANCIAL PLANNING
Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
PEAK6 CAPITAL MANAGEMENT LLC
EXCEPTIONAL WEALTH & FAMILY OFFICE
MEASURED RISK PORTFOLIOS
TREASURE VALLEY FINANCIAL PLANNING
Current Firm
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - FOLSOM, CA | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LIFETIME CONTINUUM | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES
Contact Information
Main Address
873 E. State Street, Eagle, ID 83616Phone Number
(208) 417-1933# of Employees
66SEC notice filing (48 States and Territories)
Registered to provide investment advisory services in 48 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,461AUM (Assets Under Management)
$1,907,940,341Similar Advisors
PEAK6 CAPITAL MANAGEMENT LLC
EXCEPTIONAL WEALTH & FAMILY OFFICE
MEASURED RISK PORTFOLIOS
TREASURE VALLEY FINANCIAL PLANNING
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
PEAK6 CAPITAL MANAGEMENT LLC
EXCEPTIONAL WEALTH & FAMILY OFFICE
MEASURED RISK PORTFOLIOS
TREASURE VALLEY FINANCIAL PLANNING
Primary Firm SEC Registration
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - FOLSOM, CA | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LIFETIME CONTINUUM | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES
State Registrations and Notice Filings
(1/5/2026)
(8/23/2024)
(8/23/2024)
(4/5/2016)
(8/23/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
PEAK6 CAPITAL MANAGEMENT LLC
EXCEPTIONAL WEALTH & FAMILY OFFICE
MEASURED RISK PORTFOLIOS
TREASURE VALLEY FINANCIAL PLANNING
CRS (Client Relationship Summary) - RIA
Click below to view Michael Andrew Kelly II's CRS (Customer Relationship Summary).
Similar Advisors
PEAK6 CAPITAL MANAGEMENT LLC
EXCEPTIONAL WEALTH & FAMILY OFFICE
MEASURED RISK PORTFOLIOS
TREASURE VALLEY FINANCIAL PLANNING