Investment adviser representative · Kelos Wealth Planning, LLC
Julie M. Kist
CRD 4052400 · Cincinnati, OH
At a glance
Julie M. Kist is an investment adviser representative with Kelos Wealth Planning, LLC in Cincinnati, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Julie’s SEC record dates to 2022, about 4 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Kelos Wealth Planning, LLCSince May 2026Cincinnati, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Julie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.