Kacie MosmeyerCRD Number: 5368291
Current Firm: Bbva Wealth Solutions Inc.
Kacie Mosmeyer (CRD# 5368291) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in San Marcos, TX and has over 9 years of experience in the finance industry.
Hackett Financial Group, LLC
Richardson Financial, Inc.
Barton Creek Investment Advisors
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Oct 2013 - Current||3|
|Bbva Wealth Solutions Inc.||San Marcos, TX||Jul 2013 - Current||3|
|Bbva Securities Inc.||San Marcos, TX||May 2013 - Current||4|
|Compass Bank||San Marcos, TX||Mar 2013 - Current||4|
|Bbva Compass Investment Solutions, Inc.||San Marcos, TX||Mar 2013 - May 2013||< 1|
|Plum Creek Elementary Pta||Lockhart, TX||Oct 2012 - Apr 2013||< 1|
|J.p. Morgan Securities LLC||San Antonio, TX||Oct 2012 - Mar 2013||< 1|
|Jpmorgan Chase||New Braunfels, TX||Nov 2010 - Mar 2013||2|
|Chase Investment Services Corp||San Antonio, TX||Jan 2011 - Oct 2012||1|
|Jpmorgan Chase Bank Na||San Antonio, TX||Nov 2010 - Jan 2011||< 1|
|Silverleaf Resort||Canyon Lake, TX||May 2010 - Nov 2010||< 1|
|Chase Investment Services||New Braunfels, TX||Jun 2007 - Apr 2010||2|
|Jpmorgan Chase||New Braunfels, TX||Jun 2007 - Apr 2010||2|
|Centex Destination Properties||Horseshoe Bay, TX||Nov 2006 - Jun 2007||< 1|
|Highland Lakes Title Company||Horseshoe Bay, TX||Jul 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2009|
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
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