Kevin Ellis-rutherford

SOLYCO WEALTH

Overland Park, KS

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CRD#: 7304019

Professional summary

Kevin Ellis-rutherford, who also goes by Kevin Ellis, Kevin Andrew Ellis-rutherford, is a registered financial advisor currently at SOLYCO WEALTH LLC located in Overland Park, Kansas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kevin has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Kevin Ellis | Kevin Andrew Ellis-Rutherford

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 Kevin Ellis-rutherford'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

September 3, 2026 - Present

SOLYCO WEALTH LLC

RIA

CRD#: 314981

Overland Park, KS

Past

April 4, 2024 - October 4, 2024

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Mission Woods, KS

Past

June 2, 2023 - April 17, 2024

CETERA PLANNING PARTNERS

RIA

CRD#: 129625

LEAWOOD, KS

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".

SOLYCO WEALTH LLC

CRD#: 314981 / SEC#: 801-136001

RIA

Registered Investment Advisory firm - (4/24/2026 Approved)

California

Registered Investment Advisory firm - (5/31/2026 Terminated)

Florida

Registered Investment Advisory firm - (5/1/2026 Terminated)

Louisiana

Registered Investment Advisory firm - (5/1/2026 Terminated)

Michigan

Registered Investment Advisory firm - (7/1/2026 Terminated)

Ohio

Registered Investment Advisory firm - (5/3/2026 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/4/2026 Terminated)

Texas

Registered Investment Advisory firm - (5/1/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kansas
(9/3/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 6/2/2023

Uniform Investment Adviser Law Examination

Current Firm

SOLYCO WEALTH LLC

CRD#: 314981 / SEC#: 801-136001

RIA

Registered Investment Advisory firm - (4/24/2026 Approved)

California

Registered Investment Advisory firm - (5/31/2026 Terminated)

Florida

Registered Investment Advisory firm - (5/1/2026 Terminated)

Louisiana

Registered Investment Advisory firm - (5/1/2026 Terminated)

Michigan

Registered Investment Advisory firm - (7/1/2026 Terminated)

Ohio

Registered Investment Advisory firm - (5/3/2026 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/4/2026 Terminated)

Texas

Registered Investment Advisory firm - (5/1/2026 Terminated)

PREMIUM

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Contact information

Main Address

210 South Old Woodward Avenue Suite 240, Birmingham, MI 48009

Mailing Address

Phone number

(947) 208-4035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOLYCO WEALTH BROCHURE 20240115 (6/9/2026)

Regulatory assets under management

Total Number of Accounts	238
AUM (Assets Under Management)	$ 116,168,145

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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Kevin Ellis-rutherford

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Ellis-rutherford's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLYCO WEALTH LLC

HIGHTOWER ADVISORS, LLC

CETERA PLANNING PARTNERS

Primary Firm SEC Registration

SOLYCO WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 6/2/2023

Current Firm

SOLYCO WEALTH LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLYCO WEALTH LLC

TRUST BUT VERIFY

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