DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kelly Michael Kuennen
Certified Financial Planner
Feed of 09/14/2026
At current firm
7 y
since Sep 25, 2018
In the industry
32 y
since Jul 21, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ellsworth Advisors, LLC independent RIA currentsince Sep 25, 2018 · Hudson, Oh
- Stratos Wealth Partners, Ltd BD affiliatedJan 9, 2015 to Sep 14, 2018 · Hudson, Oh
- LPL Financial LLC BD affiliatedJan 9, 2015 to Sep 21, 2018 · Hudson, Oh
- Morgan Stanley wirehouseSep 28, 2009 to Jan 23, 2015 · Akron, Oh
- Robert W. Baird & Co. Incorporated mixed wealthJan 2, 2004 to Oct 5, 2009 · Cleveland, Oh
- Ameriprise Financial Services, LLC national BDSep 18, 1999 to Feb 6, 2004 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Ellsworth Advisors, LLCleft Sep 21, 2018, registered Sep 25, 2018 (4 days) · RIA to a newly registered adviser
- Stratos Wealth Partners, Ltd to LPL Financial LLCleft Sep 14, 2018, registered Jan 9, 2015 (-1344 days) · Other
- Morgan Stanley to Stratos Wealth Partners, Ltdleft Jan 23, 2015, registered Jan 9, 2015 (-14 days) · Other · moved with a team
- Robert W. Baird & Co. Incorporated to Morgan Stanleyleft Oct 5, 2009, registered Sep 28, 2009 (-7 days) · Other
- Ameriprise Financial Services, LLC to Robert W. Baird & Co. Incorporatedleft Feb 6, 2004, registered Jan 2, 2004 (-35 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address