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KM

Kevin J. Meiring

CETERA INVESTMENT ADVISERS LLC
FORT LORAMIE, OH 45845
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CRD#: 4473037
KM

Professional summary


Kevin Joseph Meiring is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Loramie, Ohio and CETERA FINANCIAL SPECIALISTS LLC located in Fort Loramie, Ohio.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Kevin has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
1) RISSE, MEIRING & COMPANY, INC.; NOT INV RELATED; FT.LORAMIE, OH, CPA/ACCOUNTING FIRM, TAX PREPARATION AND ACCOUNTING SERVICES, OWNER, SINCE 09/1998, 160 HRS/MO 2) KBCM ENTERPRISES, LLC; NOT INV RELATED; FT.LORAMIE, OH; COMMERCIAL AND RESIDENTIAL PROPERTY; OWNER/MANAGING MEMBER; SINCE 07/2003; 4 HRS/MO 3)NAME OF OTHER BUSINESS: MEIRING INVESTMENT AND INSURANCE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL AND INSURANCE SERVICES; START DATE: 04/2005; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10-15; APX NUMBER OF HOURS DURING TRADING HOURS: 10-15; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 4) NAME OF OTHER BUSINESS: RAIDER RENTALS, LLC ; INVESTMENT RELATED: NO; ADDRESS: P O BOX 200 13 N MAIN ST FT LORAMIE, OH 45845; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING AND TAX PREPARATION, RENTAL PROPERTY, WAREHOUSE, RETAIL AND COMMERCIAL 5) NAME OF OTHER BUSINESS: BLAZIN 777 LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 5/2025 POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE FAMILY HOLDING COMPANY;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kevin Joseph Meiring'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®
None

Experience


Current

August 14, 2018 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 13 North Main Street, Fort Loramie, OH 45845
RIA
CRD#: 105644
FORT LORAMIE, OH
Current

November 22, 2017 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 13 North Main Street, Fort Loramie, OH 45845
BD
CRD#: 10358
Fort Loramie, OH
Past

November 23, 2001 - November 22, 2017

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
FT. LORAMIE, OH

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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 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
Arizona
(11/22/2017)
RR
Colorado
(10/31/2019)
RR
Florida
(6/15/2023)
RR
Indiana
(11/22/2017)
RR
Kentucky
(11/28/2017)
RR
Ohio
(11/22/2017)
IAR
Ohio
(8/14/2018)
RR
Texas
(1/2/2021)
IAR
Texas
(2/23/2023)
RR
Virginia
(12/12/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 12/29/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information


Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 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

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
12/13/2024
09/26/2023
11/18/2022

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


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Fort Loramie, OH 45845

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