Seth Ariel Meisler

Current Employers

Employment History

• 01/2013 → 05/2017
  Cetera Advisor Networks Llc
  El Segundo, CA
• 05/2007 → 01/2022
  Affiance Financial, Llc
  St. Louis Park, MN
• 05/2017 → 12/2023
  Private Client Services
  Louisville, KY
• 01/2022 → 12/2023
  Ccg Wealth Management Llc
  Golden Valley, MN
• 12/2023 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 12/2023 → 01/2026
  Jl Smith Holistic Wealth Management (Dba For Advisory Business)
  Avon, OH
• 01/2026 → Present
  Shefa Wealth Advisors, Llc (Dba For Advisory Business)
  Golden Valley, MN

Previous Registrations

• 2022-01-21 → 2024-01-02
  Centura Wealth Advisory
  San Diego, CA
  Golden Valley, MN
• 2014-01-23 → 2022-01-24
  Affiance Financial Llc
  St. Louis Park, MN
  St. Louis Park, MN
• 2019-07-03 → 2022-01-24
  Private Client Services, Llc
  St. Louis Park, MN
  New Albany, IN
  Appleton, WI
• 2014-01-08 → 2017-05-16
  Cetera Wealth Services, Llc
  St Louis Park, MN
  Minnetonka, MN

Other Businesses

1) Seth Meisler is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Meisler spends approx. 2 hrs/week during trading hours on this activity. 2) Seth Meisler is on the board of directors and finance committee for Six Points Theater. Mr. Meisler spends approximately an hour per month on this activity during non-trading hours. This is not an investment related activity. 3) Seth Meisler is the owner of Minnesota Meislers, LLC. Currently there is no activity related to this LLC and no time spent on this activity. 4) Seth Meisler works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Meisler conducts seminars to help eliminate financial illiteracy as part of his marketing efforts. Mr. Meisler spends approximately 5 hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars. 5) Seth Meisler is the Owner of Shefa Wealth Advisors, LLC which is the operating entity for Mr. Meisler's advisory and insurance business and the dba he uses to promote his advisory activities. Mr. Meisler spends approximately forty hours per week during trading hours working under this entity. 6) Seth Meisler offers tax preparation services through Shefa Wealth Advisors, LLC. Mr. Meisler outsources the tax preparation and billing services to Venning Tax in exchange for a 10% revenue share. Mr. Meisler is not part of the tax preparation process and would spend approximately one hour per month during non-trading trading hours on this activity. This is not an investment related activity. 7) Seth Meisler is a Board Member of the Shalom Foundation. The foundation is responsible for the endowment Shalom Home, a senior living center. The board is responsible for the regular update of the Investment Policy Statement, general oversight of the foundation, and review of 3rd party manager. This is not an investment related activity. Mr. Meisler spends approximately one hour per week on this activity during non-trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-28

Designations