Kelly
Stecklein
The Institute
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About this Advisor
Kelly Stecklein is a financial advisor based out of Denver, Colorado with a total of 3 years of industry experience. Stecklein is on the advisory team at The Institute. The advisor has gained experience at Stecklein Mountain Properties, Cetera Advisor Networks, Hinds Financial Group, The Institute For Wealth Management, Wealth Evolution Group, Securities America Advisors, Inc and Securities America. Stecklein holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. The Institute is a financial advisory company that has its headquarters in Denver, CO. It has offices in six locations and just three employees. It oversees $713 million in total assets across its 1,785 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 1,785 client accounts, 18% belong to high-net-worth investors who have at least $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on which services the firm provides the client. However, fees charged by The Institute most likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Institute Brokerage Details
$712,593,815
3
1,785
$399,212
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kelly Stecklein Work History
Kelly has been registered as a financial advisor for 3 years.*
The Institute For Wealth Management
Hinds Financial Group
Wealth Evolution Group
Stecklein Mountain Properties
Cetera Advisor Networks
Securities America Advisors, Inc
Securities America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Stecklein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Institute
Seattle, WA
Orem, UT
Denver, CO
Denver, CO
Seattle, WA
Seattle, WA
Seattle, WA
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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