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 10 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||4|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.