Miranda O'keefe
Professional Summary
Miranda O'keefe, who also goes by Miranda Kay Crowley, Miranda Kay Fyke, Miranda Kay O'keefe, Miranda O'keefe, Miranda Okeefe, Okeefe, Miranda Kay Smith, is a registered financial advisor currently at 15 WEALTH ADVISORS LLC located in Houston, Texas and LPL FINANCIAL LLC located in Houston, Texas. Miranda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Miranda has worked at 16 firms and has...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Miranda Kay Crowley, Miranda Kay Fyke, Miranda Kay O'keefe, Miranda O'keefe, Miranda Okeefe, Okeefe, Miranda Kay Smith
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
15 WEALTH ADVISORS LLC | WEATHFUSION ADVISORS LLC
Contact Information
Main Address
291 N Archer Ave, Mundelein, IL 60060Phone Number
(847) 735-7103# of Employees
15SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
687AUM (Assets Under Management)
$481,483,347Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
15 WEALTH ADVISORS LLC | WEATHFUSION ADVISORS LLC
State Registrations and Notice Filings
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Miranda O'keefe's CRS (Customer Relationship Summary).
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