This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SIKICH FINANCIAL

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S65

First exam

Jul 9, 2018

First registration

Jul 9, 2018

Dual registered

no

Other names

Kelly Kalene Thompson|Kelly Kalene Sobeck|Kelly Kalene Wiley

IAPD individual key

5725388

• Occurred

  Jul 17, 2026
  Advisor changed firm

  Kelly Wiley left Kestra Private Wealth Services, Llc for Sikich Financial (registered 2026-08-31)

  Form ADVobserved 6 days ago
• Occurred

  Jul 9, 2026
  Advisor changed firm

  Kelly Wiley left Hightower Advisors, Llc for Kestra Private Wealth Services, Llc (registered 2026-07-06)

  Form ADVobserved 6 days ago
• Occurred

  Feb 24, 2022
  Advisor changed firm

  Kelly Wiley left Tc Wealth Partners, Llc for Hightower Advisors, Llc (registered 2022-01-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0b7c108b-8f9c-0eb7-2719-90b5779a5da7

First observed

Jul 9, 2018

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.