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RIA / WealthAdvisorCertified Financial Planner26 years in industry

KELLY STECKLEIN

Advisor at ADVISORY SOLUTIONS GROUP

FRISCO, CO | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:d0a76fbf-41d5-1aea-0aad-4159f0efc491

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Nov 26, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISORY SOLUTIONS GROUP
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: Sep 8, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 8, 2000
First registration: Nov 26, 2001
Dual registered: no
Other names: KELLY LYN STECKLEIN
IAPD individual key: 4201342

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORY SOLUTIONS GROUP	Independent wealth	May 1, 2026	n/a	yes	FRISCO, CO\|FRISCO, CO\|PLYMOUTH, MN	Current employment
CS PLANNING CORP	Independent wealth	Dec 19, 2025	Jun 2, 2026	no	PORTLAND, OR\|Frisco, CO\|Frisco, CO	Previous registration
THE INSTITUTE	Independent wealth	Jun 16, 2020	Jan 14, 2026	no	DENVER, CO\|Golden, CO\|Frisco, CO	Previous registration
HINDS FINANCIAL GROUP INC	Independent wealth	Jan 6, 2014	Jul 14, 2020	no	LAKEWOOD, CO	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Dec 2, 2013	Jun 11, 2020	no	GOLDEN, CO\|WESTMINSTER, CO\|FRISCO, CO	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jul 29, 2008	Dec 2, 2013	no	DENVER, CO\|GOLDEN, CO	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Nov 19, 2004	Aug 26, 2008	no	DENVER, CO\|DENVER, CO	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Nov 26, 2001	Jan 21, 2003	no	ASPEN, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CS PLANNING CORP	ADVISORY SOLUTIONS GROUP	Jun 2, 2026	May 1, 2026	-32	Firm change after gap	RIA to new firm
THE INSTITUTE	CS PLANNING CORP	Jan 14, 2026	Dec 19, 2025	-26	Firm change	RIA to RIA
HINDS FINANCIAL GROUP INC	THE INSTITUTE	Jul 14, 2020	Jun 16, 2020	-28	Firm change	RIA to RIA
CETERA ADVISOR NETWORKS LLC	HINDS FINANCIAL GROUP INC	Jun 11, 2020	Jan 6, 2014	-2,348	Firm change after gap	Other
SECURITIES AMERICA ADVISORS, INC.	CETERA ADVISOR NETWORKS LLC	Dec 2, 2013	Dec 2, 2013	0	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	SECURITIES AMERICA ADVISORS, INC.	Aug 26, 2008	Jul 29, 2008	-28	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	HORNOR, TOWNSEND & KENT, LLC	Jan 21, 2003	Nov 19, 2004	668	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149937:339919:CO:2026-06-02	Jun 2, 2026	May 1, 2026	FRISCO, CO	Firm change after gap

Relationships

Registered with (8)

→ ADVISORY SOLUTIONS GROUPRegistered adviserregistration: current employment
May 1, 2026 to presentfactForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Dec 19, 2025 to Jun 2, 2026factForm ADV
→ THE INSTITUTERegistered adviserregistration: previous registration
Jun 16, 2020 to Jan 14, 2026factForm ADV
→ HINDS FINANCIAL GROUP INCRegistered adviserregistration: previous registration
Jan 6, 2014 to Jul 14, 2020factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Dec 2, 2013 to Jun 11, 2020factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jul 29, 2008 to Dec 2, 2013factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Nov 19, 2004 to Aug 26, 2008factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 26, 2001 to Jan 21, 2003factForm ADV

Dated events

Occurred
Jun 2, 2026
Advisor changed firm
Kelly Stecklein left Cs Planning Corp for Advisory Solutions Group (registered 2026-05-01)
Form ADVobserved 5 days ago
Occurred
Jan 14, 2026
Advisor changed firm
Kelly Stecklein left The Institute for Cs Planning Corp (registered 2025-12-19)
Form ADVobserved 5 days ago