Kyle Meissner
Kyle Meissner is a registered investment advisor at Cetera Investment Advisers LLC, based in Wenatchee, WA, with 5 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
175 E. Penny Road, Suite 1, Wenatchee, WA, 98801
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is a board member and treasurer for Chelan Douglas Child Services Association, and co-trustee for two trusts. He also works full-time as a CPA and member of Cordell, Neher, and Company, PLLC, and is a member of CNC Financial Group, providing investment advice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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