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Kelly S
CFP®, Series 63, Series 65
Frisco, CO
Advisory Solutions Group
Kelly Stecklein is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently with Advisory Solutions Group and has held previous roles at firms including CS Planning Corp., The Institute for Wealth Management, Cetera Advisor Networks, and Wells Fargo Investments. Outside of financial advising, Stecklein is a certified integrative nutrition health coach, serves on the boards of the Frisco Sanitation Department and Colorado Secure Savings, and works as a yoga instructor. Advisory Solutions Group serves retail clients and registered investment advisory firms by providing financial planning, portfolio management, and turnkey business services. The firm uses a diversified investment approach combining quantitative, momentum, and fundamental analysis, and supports RIAs with model implementation, account administration, and management of held-away retirement assets.
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