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Kiran Gadepalli

2 Years of Experience
Seattle, WA

Kiran Gadepalli is a registered investment advisor at Wyoming Systems Group of Businesses, based in Seattle, WA, with 2 years of industry experience. Kiran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2040 43rd Ave E, Suite 315, Seattle, WA, 98112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kiran is the President and CEO of USAGET LLC, BFMO LLC, PFMO LLC, and WSFAS LLC, offering various business and financial services. Kiran spends minimal time on each of these businesses.

Employment History
Current Registrations
Wyoming Systems Group of Businesses
July 2023 - Present · 2 yrs 10 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.