SM
CFA · CFP
SM
CFA · CFP

Seth Meisler

16 Years of Experience
St. Louis Park, MN
Sells Insurance

Seth Meisler is a CFA, CFP-designated registered investment advisor at Prosperity Capital Advisors, based in St. Louis Park, MN, with 16 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 7,548 clients with $4.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
7,548 clients
Average Client Portfolio
$581K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.40%
$1.0M - $2.0M0.30%
$2.0M - $5.0M0.25%
$5M+0.20%

Fees are negotiable. Total annual fees for retail clients typically range between 0.20% and 2.0% when including advisor fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1600 Utica Ave S, 9th Floor, St. Louis Park, MN, 55416

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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 ActivitiesSells Insurance

Seth is a licensed insurance agent offering fixed insurance products, dedicating a few hours per week to this activity. He also serves on the board of directors and finance committee for Six Points Theater, spending minimal time on this. Seth owns Minnesota Meislers, LLC, but it is currently inactive, and he is a Chapter President of the American Financial Education Alliance (AFEA).

Employment History
Current Registrations
Prosperity Capital Advisors
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Centura Wealth Advisory
January 2022 - January 2024 · 2 yrs
Private Client Services, LLC
July 2019 - January 2022 · 2 yrs 6 mos
Private Client Services, LLCBroker
May 2017 - January 2022 · 4 yrs 8 mos
Affiance Financial LLC
January 2014 - January 2022 · 8 yrs
Cetera Advisor Networks LLC
January 2014 - May 2017 · 3 yrs 4 mos
Cetera Advisor Networks LLCBroker
February 2010 - May 2017 · 7 yrs 3 mos
State Registrations3 states
CAMNTX
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.
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