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 Elsensohn
Certified Financial Planner
Feed of 09/15/2026
At current firm
2 y
since Mar 13, 2024
In the industry
12 y
since Feb 5, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Crusonia Wealth Advisors LLC independent RIA currentsince Mar 13, 2024 · Castle Rock, Co
- Wealthsource? formerJan 15, 2021 to Jun 6, 2024 · Castle Rock, Co
- Frontier Wealth Management, LLC formerApr 21, 2015 to Jan 15, 2021 · Lone Tree, Co
- Comprehensive Personal Financial Advisors formerFeb 5, 2014 to Mar 25, 2015 · Lone Tree, Co
Moves
a registration end followed by a registration begin elsewhere
- Wealthsource? to Crusonia Wealth Advisors LLCleft Jun 6, 2024, registered Mar 13, 2024 (-85 days) · RIA to a newly registered adviser · moved with a team
- Frontier Wealth Management, LLC to Wealthsource?left Jan 15, 2021, registered Jan 15, 2021 (0 days) · RIA to RIA · moved with a team
- Comprehensive Personal Financial Advisors to Frontier Wealth Management, LLCleft Mar 25, 2015, registered Apr 21, 2015 (27 days) · Other · moved with a team
Signals
- Kelly Michael Elsensohn left Wealthsource? for Crusonia Wealth Advisors Llc (registered 2024-03-13)Jun 6, 2024 · Advisor changed firm · fact
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address