Unclaimed Profile

Michael Wayne Kelley

DAGCO, INC.·WESTLAKE, Ohio

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record10 years registeredDAGCO, INC.

27366 CENTER RIDGE ROAD, WESTLAKE, OH 44145CRD# 6146459Firm CRD# 106950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Wayne Kelley · WESTLAKE, OH

Registration

CRD #6146459 · DAGCO, INC. · 10 years registered

Brand Profile

Not yet started

Career History

SUMMIT CAPITAL INC.

Mar 2026 – present

CORNERSTONE WEALTH MANAGEMENT

Oct 2020 – present

KELLEY FINANCIAL PLANNING, LLC

Aug 2018 – Jan 2021

CLEVELAND, OH

AXA ADVISORS, LLC

Jan 2018 – Jul 2018

AKRON, OH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Feb 2016 – Oct 2017

MENTOR, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 5, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAGCO, INC.

CRD 106950 · SEC 801-51066

AUM

$421M

Regulatory assets under management

Employees

920 client accounts

Services offered by DAGCO, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAGCO, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Wayne Kelley offer?

Michael Wayne Kelley specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.

What are Michael Wayne Kelley's credentials?

Michael Wayne Kelley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Wayne Kelley located?

Michael Wayne Kelley is based in WESTLAKE, Ohio, working with DAGCO, INC.. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.

How does Michael Wayne Kelley charge for services?

Michael Wayne Kelley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAGCO, INC.?

DAGCO, INC. has approximately 8 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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