Alyssa A. Kaiser
Professional summary
Alyssa Ann Kaiser, who also goes by Alyssa Ann Kaiser-nash, Alyssa Ann Mcginness, Alyssa Ann Nash, Alyssa A Nash, is a registered financial advisor currently at WTO ADVISORS, LLC located in Edmond, Oklahoma.
Alyssa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alyssa has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alyssa Ann Kaiser's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 15, 2022 - Present
WTO ADVISORS, LLC
Office #1: 2952 Via Esperanza, Edmond, OK 73013June 21, 2017 - May 12, 2022
RETIREMENT INVESTMENT ADVISORS INC
July 29, 2015 - February 2, 2016
RETIREMENT INVESTMENT ADVISORS INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/15/2022)
(3/7/2022)
Current Firm
WTO ADVISORS, LLC
CRD#: 317923 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 114 |
| AUM (Assets Under Management) | $ 82,043,565 |
Red Flags
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Company Information
WTO ADVISORS, LLC
CRD#: 317923Edmond, OK 73013TRUST BUT VERIFY
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