KS
CFP
KS
CFP

Kameryn Siemers

4 Years of Experience
Lakeville, MN
Broker

Kameryn Siemers is a CFP-designated registered investment advisor, based in Lakeville, MN, with 4 years of industry experience. Kameryn is also registered as a broker, so some compensation may come from commissions on products sold.

Location

17316 Kenyon Ave, Suite 104, Lakeville, MN, 55044

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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

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 6 mos
J. W. Cole Advisors, INC.
April 2023 - Present · 3 yrs 6 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.
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