Janelle R. Van Meel
Professional summary
Janelle Rae Van Meel, who also goes by Janelle Rae Kasper, Janelle Kasper, Janelle Rae Vanmeel, is a registered financial advisor currently at SAVVY located in Littleton, Colorado.
Janelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Janelle has worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Janelle Rae Van Meel's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 26, 2024 - Present
SAVVY
August 3, 2020 - November 20, 2024
WAMBOLT & ASSOCIATES, LLC
March 10, 2014 - July 23, 2020
MORGAN STANLEY
August 13, 2013 - July 23, 2020
MORGAN STANLEY
February 14, 2012 - August 14, 2013
COLORADO FINANCIAL SERVICE CORPORATION
January 23, 2001 - February 14, 2012
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
Primary Firm SEC Registration
SAVVY
CRD#: 318493 / SEC#: 801-123656
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/26/2024)
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
SAVVY
CRD#: 318493 / SEC#: 801-123656
Contact information
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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