KM
KM

Kendall Meulen

9 Years of Experience
Grand Rapids, MI
Broker

Kendall Meulen is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kendall rents out garage space through the Neighbor app since November 2023. This activity requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2025 - Present · 1 yr 4 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Fifth Third Securities, INC.
November 2017 - January 2025 · 7 yrs 2 mos
Fifth Third Securities, INC.Broker
November 2017 - January 2025 · 7 yrs 2 mos
Wells Fargo Clearing Services, LLC
August 2017 - November 2017 · 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2017 - November 2017 · 9 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.