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Caedmon Meisenheimer

3 Years of Experience
Lawrence, MI
Broker

Caedmon Meisenheimer is a registered investment advisor, based in Lawrence, MI, with 3 years of industry experience. Caedmon is also registered as a broker, so some compensation may come from commissions on products sold.

Location

59757 48th Ave., Lawrence, MI, 49064

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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

Caedmon works for First United Credit Union as an Outbound Sales Specialist. He is also involved with 310 Wealth Planning, LLC, a fee-based financial planning business, handling marketing, operations, and content creation.

Employment History
Current Registrations
Lasalle St Securities, L.L.C.Broker
May 2025 - Present · 1 yr 5 mos
Lasalle St Securities, L.L.C.
May 2025 - Present · 1 yr 5 mos
Lasalle St. Investment Advisors, L.L.C.
January 2023 - Present · 3 yrs 9 mos
State Registrations13 states
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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.
Caedmon Meisenheimer - Financial Advisor | TrueAdvisor