Kameryn Siemers is a CFP-designated registered investment advisor, based in Tampa, FL, with 4 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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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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Kameryn works as an Associate Advisor at Midwest Money Management, providing financial planning and investment management services. This activity takes up a full-time commitment.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
April 2025 - Present · 1 yr 3 mos
J. W. Cole Advisors, INC.
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
Spc
December 2021 - April 2023 · 1 yr 4 mos
State Registrations2 states
MNTX
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.