Kyle Stephen Meissner

Current Employers

Employment History

• 08/2018 → Present
  Cordell, Neher, And Company, Pllc
  Wenatchee, WA
• 11/2007 → 07/2018
  Alegria & Company, Ps
  Yakima, WA
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Wenatchee, WA
• 09/2020 → 09/2025
  Avantax Advisory Services
  Wenatchee, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wenatchee, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-10-23 → 2025-09-05
  Avantax Advisory Services
  Wenatchee, WA

Other Businesses

1) CHELAN DOUGLAS CHILD SERVICES ASSOCIATIONCES; POSITION: Board Member, Treasurer NATURE: Provide Governance Oversight as a member of board of directors. Provide financial oversight as board treasurer INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 09/24/2019; 1305 Kittitas Street, Wenatchee WA 98801: Attend Board Meetings and vote on governance related matters Review monthly financial reports, provide guidance as needed 2) IRREVOCABLE TRUST OF KATHRYN GARCIA; POSITION: Co-Trustee NATURE: Co-Trustee for Kathryn M. Garcia Irrevocable Trust INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/13/2022; 175 E. Penny Road, Suite 1, Wenatchee WA 98801: Administer the trust according to the trust agreement. Approve distributions to the trust beneficiary. Oversee accounting and tax filing for the trust. 3) SPECIAL NEEDS TRUST FOR RAYMOND GARCIA; POSITION: Co-Trustee NATURE: Co-Trustee for Raymond Garcia Special Needs Trust INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/13/2022; 175 E. Penny Road, Suite 1, Wenatchee WA 98801: Administer trust according to the trust agreement. Approve distributions, oversee accounting and tax filing for the trust 4) CNC FINANCIAL GROUP; POSITION: Member, Referring Representative NATURE: Investment Advisory Services INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/31/2020; 175 E Penny Rd, Wenatchee WA 98801; Provide investment advice in conjunction with CNCFG personnel and make sure that investment strategy is in line with tax strategy. 5) CORDELL, NEHER, AND COMPANY, PLLC; POSITION: CPA, Member NATURE: I primarily manage tax engagements for the CPA firm. As a member I oversee tax preparation and assist in preparing complex returns. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2022; 175 E Penny Road, Wenatchee WA 98801: Prepare Tax returns, Review Tax Returns, Manage Tax Engagements, Supervise Staff, Manage Client relationships 6) PENNY PROPERTIES, LLC; POSITION: Member NATURE: Own and lease commercial real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022; ADDRESS: 175 E. Penny Road, Suite 1, Wenatchee WA 98801: none 7) ESTATE PLANNING COUNCIL OF NORTH CENTRAL WASHINGTON POSITION: Vice President/Treasurer NATURE: Organization provides monthly educational and networking opportunities for estate planning professionals in North Central Washington. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2023 ADDRESS: PO Box 1688, Wenatchee WA 98807, United States DESCRIPTION: Plan slate of education for the year with other board members. Attend board meetings when scheduled and assist with governance of the entity as board member. Reconcile bank account, pay vendor fees, deposit member dues, send member invoices.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-23

Other Names

• Kyle Meissner