Kelly S. Meinders

PROFESSIONAL ADVISORY SERVICES

Vero Beach, FL 32960

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CRD#: 5178191

Professional summary

Kelly Sue Meinders, CFP®, who also goes by Kelly S Meinders, Kelly Meinders, is a registered financial advisor currently at PROFESSIONAL ADVISORY SERVICES INC located in Vero Beach, Florida.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kelly has worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly S Meinders | Kelly Meinders

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.

Weichert Realtors Hallmark Properties Non-investment 3800 20th Street Vero Beach, FL 32960 Real Estate Sales Associate 11/2024 10 hours/month all outside security trading hours Responsible for real estate listings and representing buyers of real estate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Sue Meinders'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®

CFP^®

Certified Financial Planner

Experience

Current

December 22, 2024 - Present

PROFESSIONAL ADVISORY SERVICES INC

Office #1: 2770 Indian River Blvd Suite 204, Vero Beach, FL 32960

RIA

CRD#: 105397

Vero Beach, FL

Past

September 29, 2016 - April 9, 2019

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

August 19, 2016 - April 9, 2019

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

August 16, 2010 - September 29, 2014

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

ATLANTA, GA

Past

March 1, 2010 - August 16, 2010

ING INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 21644

NEW YORK, NY

Past

October 5, 2006 - April 2, 2009

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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".

PROFESSIONAL ADVISORY SERVICES INC

CRD#: 105397 / SEC#: 801-14090

RIA

Registered Investment Advisory firm - (10/11/1978 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.

Highlighted states indicate IAR registrations

IAR

California
(12/22/2024)

IAR

Florida
(1/24/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/12/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/28/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/11/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2006

General Securities Representative Examination

Current Firm

PROFESSIONAL ADVISORY SERVICES INC

CRD#: 105397 / SEC#: 801-14090

RIA

Registered Investment Advisory firm - (10/11/1978 Approved)

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Contact information

Main Address

2770 Indian River Blvd Suite 204, Vero Beach, FL 32960

Mailing Address

Phone number

(772) 778-0552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROFESSIONAL ADVISORY SERVICES 2023 ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,245
AUM (Assets Under Management)	$ 1,201,355,718

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.

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Advisor Monitoring

Firm Stability Insights

Kelly S. Meinders

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Sue Meinders's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

VOYA INVESTMENTS DISTRIBUTOR, LLC

ING INVESTMENT MANAGEMENT SERVICES LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

PROFESSIONAL ADVISORY SERVICES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/2024

Series 66

Date: 9/28/2016

Series 63

Date: 12/11/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2006

Current Firm

PROFESSIONAL ADVISORY SERVICES INC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROFESSIONAL ADVISORY SERVICES INC

TRUST BUT VERIFY

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