Jeffrey C. Messerschmidt

NAVOLIO & TALLMAN ADVISORS LLC

Bend, OR

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CRD#: 5561417

Professional summary

Jeffrey C Messerschmidt is a registered financial advisor currently at NAVOLIO & TALLMAN ADVISORS LLC located in Bend, Oregon.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jeffrey has worked at 1 firm .

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.

Navolio & Tallman LLP, accounting firm, not investment-related, 2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596, Partner, began 9/9/2009, 40 hours per week, during securities trading hours, tax preparation, income tax planning, audit and other accounting-related services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey C Messerschmidt's 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 24, 2022 - Present

NAVOLIO & TALLMAN ADVISORS LLC

RIA

CRD#: 318582

Bend, OR

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
(8/24/2022)

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

Current Firm

NAVOLIO & TALLMAN ADVISORS LLC

CRD#: 318582 / SEC#:

California

Registered Investment Advisory firm - (7/19/2022 Approved)

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Contact information

Main Address

2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596

Mailing Address

Phone number

(415) 956-1750

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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