KM
KM

Kristin Anne Meader

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only
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Location

Lebanon, ME

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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

Kristin serves as an Election Clerk for the Town of Lebanon, Maine, performing clerical work to support elections. She dedicates minimal time annually to this non-investment related position.

Employment History
Current Registrations
Ascensus Investment Advisors, LLC
November 2019 - Present · 6 yrs 3 mos
Ascensus Broker Dealer Services, LLC
July 2019 - Present · 6 yrs 7 mos
Ascensus Broker Dealer Services, LLCBroker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
CUNA Brokerage Services, INC.
November 2013 - July 2019 · 5 yrs 8 mos
CUNA Brokerage Services, INC.Broker
November 2013 - July 2019 · 5 yrs 8 mos
Glading Group, LLC
March 2013 - October 2013 · 7 mos
Transamerica Financial Advisors, INCBroker
April 2010 - December 2011 · 1 yr 8 mos
Ameriprise Financial Services, INC.Broker
July 2004 - February 2009 · 4 yrs 7 mos
Ids Life Insurance CompanyBroker
July 2004 - July 2006 · 2 yrs
Midsouth Capital, INC.Broker
September 2003 - May 2004 · 8 mos
Charles Schwab & CO., INC.Broker
February 2000 - October 2001 · 1 yr 8 mos
Banc One Securities CorporationBroker
January 1997 - July 1997 · 6 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 1991 - February 1995 · 3 yrs 4 mos
State Registrations2 states
MAME
AdvisorBroker
Exams
No exam information available for this advisor.
Kristin Anne Meader - Financial Advisor | TrueAdvisor