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K Meisel, CRPC, BFA

K Meisel, CRPC, BFA

Followers of K Meisel, CRPC, BFA583 followers
location of K Meisel, CRPC, BFALawrence, Kansas, United States

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  • Timeline

  • About me

    Financial Advisor at Free State Financial Group, a private wealth management practice of Ameriprise Financial Services, LLC.

  • Education

    • The University of Kansas

      2007 - 2010
      Business - Accounting Accounting and Finance

  • Experience

    • Free State Financial Group

      Aug 2009 - now

      Free State Financial Group is a private wealth management practice of Ameriprise Financial Services, LLC.

      • Financial Advisor

        Jan 2017 - now

      • Associate, Paraplanner, Client Service Manager

        Jul 2013 - Jan 2017

      • Financial Planning Assistant

        Aug 2009 - Jul 2013

  • Licenses & Certifications

    • Behavioral Financial Advisor

      Think2perform

    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Oct 2017

  • Volunteer Experience

    • Officer, Treasurer

      Issued by Lawrence Restaurant Association on Apr 2017
      Lawrence Restaurant AssociationAssociated with K Meisel, CRPC, BFA

    • Board Member

      Issued by Positive Bright Start on Aug 2024
      Positive Bright StartAssociated with K Meisel, CRPC, BFA

    • Class of 2020

      Issued by Leadership Lawrence on Aug 2019
      Leadership LawrenceAssociated with K Meisel, CRPC, BFA

    • Community Leadership Committee

      Issued by Big Brothers Big Sisters of Douglas County on Jun 2017
      Big Brothers Big Sisters of Douglas CountyAssociated with K Meisel, CRPC, BFA

    • Big Sister Mentor

      Issued by Big Brothers Big Sisters of Douglas County on May 2014
      Big Brothers Big Sisters of Douglas CountyAssociated with K Meisel, CRPC, BFA

    • Board of Directors Treasurer

      Issued by Downtown Lawrence, Inc. on Dec 2016
      Downtown Lawrence, Inc.Associated with K Meisel, CRPC, BFA

    • Committee Member

      Issued by Lawrence St. Patrick's Day Parade & Sully Fund Committee on Nov 2015
      Lawrence St. Patrick's Day Parade & Sully Fund CommitteeAssociated with K Meisel, CRPC, BFA