Kaimele K. Searles
Professional summary
Kaimele Kelley Searles, who also goes by Kai Mele Bernheim, Kai Mele Kelley, is a registered financial advisor currently at PACIFIC FINANCIAL GROUP, LLC located in Bellevue, Washington and THE PACIFIC FINANCIAL GROUP, INC. located in Meridian, Idaho.
Kaimele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kaimele has worked at 6 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kaimele Kelley Searles's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 5, 2015 - Present
PACIFIC FINANCIAL GROUP, LLC
Office #1: 777 108th Avenue Ne Suite 2100, Bellevue, WA 98004June 3, 2020 - Present
THE PACIFIC FINANCIAL GROUP, INC.
July 23, 2013 - December 23, 2013
CAPITAL INVESTMENT GROUP, INC.
February 2, 2011 - February 8, 2012
GRUBB & ELLIS CAPITAL CORPORATION
June 6, 2002 - August 9, 2011
GRUBB & ELLIS SECURITIES, INC.
March 19, 1998 - July 5, 2001
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
THE PACIFIC FINANCIAL GROUP, INC.
CRD#: 105203 / SEC#: 801-18151
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/23/2021)
(7/15/2019)
Exams
Current Firm
THE PACIFIC FINANCIAL GROUP, INC.
CRD#: 105203 / SEC#: 801-18151
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,959 |
| AUM (Assets Under Management) | $ 4,111,414,788 |
Red Flags
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