Janelle Rae Van Meel

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 11/2024
  Wambolt & Associates, Llc
  Littleton, CO
• 11/2024 → Present
  Savvy
  Littleton, CO
• 07/2013 → 07/2020
  Morgan Stanley
  Denver, CO

Previous Registrations

• 2020-08-03 → 2024-11-20
  Wambolt & Associates, Llc
  Littleton, CO
• 2014-03-10 → 2020-07-23
  Morgan Stanley
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2014-03-08

Other Names

• Janelle Rae Kasper
• Janelle Rae Kasper
• Janelle Rae Vanmeel
• Janelle Kasper