Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynn Stonebarger is a financial advisor with over 20 years of experience in the industry. Kelly Lynn Stonebarger is registered with Cambridge Investment Research Advisors, Inc. and Axius Advisors LLC. Kelly Lynn Stonebarger is a Certified Financial Planner, and is licensed to provide securities and investment advisory services in Missouri. Kelly Lynn Stonebarger has worked with a variety of clients, including individuals, families, and businesses. Kelly Lynn Stonebarger specializes in retirement planning, investment management, and financial planning. Kelly Lynn Stonebarger is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
06/22/2012 - Present
Cambridge Investment Research Advisors, Inc. (SAINT CHARLES MO)
MO
11/01/2011 - 06/19/2012
SUNSET FINANCIAL SERVICES, INC. (ST CHARLES MO)
MO
02/25/2011 - 11/17/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (ST CHARLES MO)
MO
08/20/2008 - 02/24/2011
LPL FINANCIAL LLC (TOWN & COUNTRY MO)
MO
01/01/2008 - 08/14/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
03/10/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
05/04/2004 - 03/15/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MO
06/23/2003 - 03/25/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 07/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Stonebarger is the right advisor for you? Invested Better is here to help.
