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Kelly Stecklein

THE Institute

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About Kelly Stecklein

Kelly Stecklein is a financial advisor with The Institute, a firm that offers a range of financial services. Kelly specializes in providing investment and insurance advice to individuals, businesses, and charitable organizations. She is a registered investment advisor in Colorado and has been working in the industry for over 20 years. Kelly is committed to helping her clients achieve their financial goals through personalized investment strategies and financial planning.

Firm Information

Kelly Stecklein is currently registered with THE Institute. THE Institute, based in DENVER, CO, provides financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 1,700 accounts with assets under management totaling over $926 million. They also offer selection of other advisors and manage portfolios for investment companies.
THE Institute

9878 W. BELLEVIEW AVE.

DENVER, CO 80123

$926.92M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Stecklein’s Registration & Firm History

CO

06/16/2020 - Present

THE Institute (DENVER CO)

CO

12/02/2013 - 06/11/2020

CETERA ADVISOR NETWORKS LLC (GOLDEN CO)

CO

07/29/2008 - 12/02/2013

SECURITIES AMERICA, INC. (GOLDEN CO)

CO

11/19/2004 - 08/26/2008

HORNOR, TOWNSEND & KENT, INC. (DENVER CO)

CA

07/24/2001 - 01/21/2003

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

TX

08/25/2000 - 03/13/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 10/13/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Stecklein.
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