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AK

Amy J. Kaufman

MEEDER ADVISORY SERVICES
Dublin, OH 43017
Some features on this profile are disabled
CRD#: 1837595
AK

Professional summary

Amy Jill Kaufman, AIF®, who also goes by Amy Jill Katepalli, is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio and MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.

Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Amy has worked at 13 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Jill Katepalli

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Jill Kaufman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

November 28, 2025 - Present

MEEDER ADVISORY SERVICES, INC.

Office #1: 6125 Memorial Dr, Dublin, OH 43017
RIA
CRD#: 106814
Dublin, OH
Current

November 26, 2025 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017
BD
CRD#: 36773
Dublin, OH
Past

June 29, 2023 - February 24, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
EL SEGUNDO, CA
Past

May 27, 2016 - December 3, 2019

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
ST CLOUD, MN
Past

May 26, 2016 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
EL SEGUNDO, CA
Past

February 3, 2016 - February 24, 2025

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
EL SEGUNDO, CA
Past

February 3, 2016 - February 24, 2025

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
EL SEGUNDO, CA
Past

February 3, 2016 - February 24, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
EL SEGUNDO, CA
Past

November 16, 2015 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
EL SEGUNDO, CA
Past

September 21, 2015 - February 24, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

May 31, 2006 - December 20, 2007

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ
Past

November 8, 2005 - May 15, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
PHOENIX, AZ
Past

November 1, 2004 - October 28, 2005

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

June 15, 1998 - October 26, 2004

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

May 20, 1997 - April 21, 1998

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA
Registered Investment Advisory firm - (10/23/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/26/2025)
IAR
California
(12/1/2025)
IAR
Ohio
(11/28/2025)
RR
Ohio
(12/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/16/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/23/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA
Registered Investment Advisory firm - (10/23/1991 Approved)
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Contact information

Main Address
6125 Memorial Dr, Dublin, OH 43017
Mailing Address
P. O. Box 7177, Dublin, OH 43017
Phone number
(866) 633-3371
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MEEDER ADVISORY SERVICES, INC. - 2025 BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts3,800
AUM (Assets Under Management)$ 2,088,369,039

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MEEDER ADVISORY SERVICES, INC.

CRD#: 106814Dublin, OH 43017

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