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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K•••• S••••••••
- Title
- President, Wealth Advisor & Coachreportedwealtheg.comfirm site, Sep 15, 2026
- Designations
- CFPreportedwealtheg.comas printed on the bio page, Sep 16, 2026
- founder other
- “K•••• S•••••••• is the Founder and President of Wealth Evolution Group .”reportedwealtheg.comthe sentence on the bio page
- Professional profile
- wealtheg.com/about/kelly-stecklein-cfpreportedwealtheg.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A••••••• S•••••••• G•••• independent RIA currentsince May 1, 2026 · Frisco, Co
- C• P••••••• C••• independent RIADec 19, 2025 to Jun 2, 2026 · Portland, Or
- T•• I•••••••• independent RIAJun 16, 2020 to Jan 14, 2026 · Denver, Co
- H•••• F•••••••• G•••• I•• independent RIAJan 6, 2014 to Jul 14, 2020 · Lakewood, Co
- C••••• A•••••• N••••••• L•• formerDec 2, 2013 to Jun 11, 2020 · Golden, Co
- S••••••••• A•••••• A•••••••• I••• formerJul 29, 2008 to Dec 2, 2013 · Denver, Co
- H•••••• T••••••• • K•••• L•• independent RIANov 19, 2004 to Aug 26, 2008 · Denver, Co
- W•••• F•••• I••••••••• L•• unclassifiedNov 26, 2001 to Jan 21, 2003 · Aspen, Co
- C• P••••••• C••• to A••••••• S•••••••• G••••left Jun 2, 2026, registered May 1, 2026 (-32 days) · RIA to a newly registered adviser · moved with a team
- T•• I•••••••• to C• P••••••• C•••left Jan 14, 2026, registered Dec 19, 2025 (-26 days) · RIA to RIA
- H•••• F•••••••• G•••• I•• to T•• I••••••••left Jul 14, 2020, registered Jun 16, 2020 (-28 days) · RIA to RIA
- C••••• A•••••• N••••••• L•• to H•••• F•••••••• G•••• I••left Jun 11, 2020, registered Jan 6, 2014 (-2348 days) · Other
- S••••••••• A•••••• A•••••••• I••• to C••••• A•••••• N••••••• L••left Dec 2, 2013, registered Dec 2, 2013 (0 days) · Other
- H•••••• T••••••• • K•••• L•• to S••••••••• A•••••• A•••••••• I•••left Aug 26, 2008, registered Jul 29, 2008 (-28 days) · Other
- W•••• F•••• I••••••••• L•• to H•••••• T••••••• • K•••• L••left Jan 21, 2003, registered Nov 19, 2004 (668 days) · Other
- K•••• S•••••••• left C• P••••••• C••• for A••••••• S•••••••• G•••• (registered 2026-05-01)Jun 2, 2026 · a•••••• firm change · fact
- K•••• S•••••••• left T•• I•••••••• for C• P••••••• C••• (registered 2025-12-19)Jan 14, 2026 · a•••••• firm change · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address