DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner20 years in industry

JULIE M. KIST

Advisor at KELOS WEALTH PLANNING, LLC

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fa7b7181-0f6c-b626-40f6-7ce34566adba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 10, 2022 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: KELOS WEALTH PLANNING, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 2, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jun 2, 2006
First registration: Jun 10, 2022
Dual registered: no
Other names: JULIE MARIE SHELLEY|JULIE M. SHELLEY
IAPD individual key: 4052400

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
KELOS WEALTH PLANNING, LLC	State registered	May 26, 2026	n/a	yes	CINCINNATI, OH	Current employment
CONSTELLATION WEALTH ADVISORS	Independent wealth	Jul 15, 2025	Apr 30, 2026	no	CINCINNATI, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 5, 2024	Jan 23, 2025	no	NEWPORT, KY	Previous registration
OPUS CAPITAL MANAGEMENT	Independent wealth	Jun 10, 2022	Feb 16, 2024	no	CINCINNATI, OH	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
CONSTELLATION WEALTH ADVISORS	KELOS WEALTH PLANNING, LLC	Apr 30, 2026	May 26, 2026	26	Firm change	RIA to state RIA
LPL FINANCIAL LLC	CONSTELLATION WEALTH ADVISORS	Jan 23, 2025	Jul 15, 2025	173	Firm change	Ibd to RIA
OPUS CAPITAL MANAGEMENT	LPL FINANCIAL LLC	Feb 16, 2024	Feb 5, 2024	-11	Firm change	RIA to ibd

Relationships

Registered with (4)

→ KELOS WEALTH PLANNING, LLCRegistered adviserregistration: current employment
May 26, 2026 to presentfactForm ADV
→ CONSTELLATION WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 15, 2025 to Apr 30, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 5, 2024 to Jan 23, 2025factForm ADV
→ OPUS CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jun 10, 2022 to Feb 16, 2024factForm ADV

Dated events

Occurred
Apr 30, 2026
Advisor changed firm
Julie M. Kist left Constellation Wealth Advisors for Kelos Wealth Planning, Llc (registered 2026-05-26)
Form ADVobserved 6 days ago
Occurred
Jan 23, 2025
Advisor changed firm
Julie M. Kist left Lpl Financial Llc for Constellation Wealth Advisors (registered 2025-07-15)
Form ADVobserved 6 days ago
Occurred
Feb 16, 2024
Advisor changed firm
Julie M. Kist left Opus Capital Management for Lpl Financial Llc (registered 2024-02-05)
Form ADVobserved 6 days ago