Kaushik Meisheri, financial advisor Kalamazoo MI
83 score

Kaushik Meisheri

CRD Number: 3165856
Current Firm: Lifetime Equity Investments LLC

Kaushik Meisheri (CRD# 3165856) is an Investment Advisor Representative working at Lifetime Equity Investments LLC in Kalamazoo, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lifetime Equity Investments LLC Kalamazoo, MI May 2015 - Current 1
Ameriprise Financial Services, Inc. Kalamazoo, MI Oct 2009 - May 2015 5
H&r Block Financial Advisors, Inc. Kalamazoo, MI Sep 2005 - Oct 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Sep 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kaushik D. Meisheri
Phone Number: 844-540-4621
Registered State(s):
  • CA
  • MI
Current Firm Details
Lifetime Equity Investments LLC
Firm's CRD Number: 174931
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $189,087
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, MI

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BADGES
83

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