Seth Meisler (CRD# 2806843) is an Investment Advisor Representative working at Prosperity Capital Advisors in Golden Valley, MN and has over 13 years of experience in the finance industry. Seth Meisler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Jl Smith Group (d.b.a For Advisory Business) | Avon, OH | Dec 2023 - Current | < 1 |
| C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake, OH | Dec 2023 - Current | < 1 |
| Ccg Wealth Management LLC | Golden Valley, MN | Jan 2022 - Dec 2023 | 1 |
| Private Client Services | Louisville, KY | May 2017 - Dec 2023 | 6 |
| Affiance Financial, LLC | St. Louis Park, MN | May 2007 - Jan 2022 | 14 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- MN
- TX
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Total Assets Under Management2,245MILLIONS
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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