Kristin Meader (CRD# 2152994) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 24 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascensus | Dresher, PA | Jul 2019 - Current | 4 |
| Cuna Mutual Group | Waverly, IA | Sep 2013 - Jun 2019 | 5 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Sep 2013 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- MA
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Total Assets Under Management9,878MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$987,807,732
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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