KM
Kasinee M. Meyer
ENCOMPASS MORE ASSET MANAGEMENT LLC
LAGUNA NIGUEL, CA
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CRD#: 6901711
KM
Professional summary
Kasinee Manee-in Meyer, who also goes by Kasinee Manee-in, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Laguna Niguel, California and ENCOMPASS MORE INVESTMENTS, LLC located in Burbank, California.
Kasinee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Kasinee has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kasinee Manee-In
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) FORTUNE GUARDIAN FINANCIALS; Not-investment related; 850 Beckville St. Duarte, CA 91010; This is a holding entity owned by 3 partners. 1. Nicki Foulks 2. Wanchira Disyaboot and myself; 100% of LIFE 365 Insurance Solutions LLC (a fixed life insurance agency) and Wealth Growth Solutions LLC.; Owner 33.3%); Start: 04/08/2024; 2 hrs./wk. devoted; 2 hrs./week during trading hrs.; oversee overall strategy & operations of Life 365 Insurance Solutions. 2) WEALTH GROWTH SOLUTIONS LLC; Not-investment related; 850 Beckville St. Duarte, CA 91010; pass through entity for securities income for partners; Officer; Start: 04/09/24; 2 hrs./wk. devoted; 2 hrs./wk. during trading hrs.; overall strategy and operations. 3) PINTEGRITY FINANCIAL INC.; Not-investment related; 2295 S. Hiawassee Rd. Suite100, Orlando, FL 32835; S-Corp used as pass-through for income to pay rent and assistant; Owner; Start: on 12/21/2022; 2 hrs./week devoted; 2 hrs./wk. during trading hrs.; overall strategy and operations. 4) Precious Life Shelter; Not-investment related; 3622 Florista St., Los Alamitos, CA 90720; shelter for expecting mom and/or new moms; Volunteer; Start: 10/12/2023; 1 hr./month devoted; 0 hrs./month devoted during trading hrs.; teach classes and mentor new moms. 5) Inheritguard LLC; Not-investment related; 100 N. State St., Ste B, Linson UT 84002; law firm, estate planning, living trust and wills; Start: 09/21/2021;1 hr./wk. devoted; 1 hr./wk. during trading hrs.; Referring customers who need advice on estate planning, wills, and trusts. 6) Encompass More Asset Management, LLC; Investment Related; 390 Diablo Rd., Suite 100, Danville, CA 94526; Registered Investment Advisor; Investment Advisor Rep; Start: 04/25/2024; 40 hrs./week devoted during trading; Identifying the customer's needs, providing proper insurance coverage. 7) Facebook Influencer; Not-investment related; 15515 Rue Chanson, Laguana Niguel, CA 92677; creating content; online Influencer; Start: 06/05/25; 6 hrs./week during trading hrs.; Creating content of my daily life, as people visit my page and make comments on my posts, compensated; Creating content, daily posts, getting comments and likes. 8) Property Management; Not-investment related; 2551Rue Chanson. Laguna Niguel, CA 92677; co-hosts of Airbnb's - concierge services; Partner; Start: 07/15/25; 6 hrs./week during trading hrs./taking care of Airbnb properties for owners, cleaning, watering plants, etc. 9) Life365 Solutions LLC dba iLife365; Not-investment related; 850 Beckville St., Duarte, CA 91010; insurance agency for life and fixed businesses; CFO; Start: 09/01/2025; 10 hrs./month devoted to the business; 0 hrs. during trading hrs.; business operation. 10) The Unbound Voices; Not-investment related: 25515 Rue Chanson, Laguna Niguel, CA 92577; Actor; Actor; Start: 07/28/2025; 4 hr./wk.; 4 hrs. during trading hrs.; Actor.
CRS (Client Relationship Summary) - RIA
Click below to view Kasinee Manee-in Meyer'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®
NoneExperience
Current
May 17, 2024 - Present
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIA
CRD#: 322382
LAGUNA NIGUEL, CA
Current
July 2, 2024 - Present
ENCOMPASS MORE INVESTMENTS, LLC
Office #1: 3900 W. Alameda Ave. Suite 1429, Burbank, CA 91505BD
CRD#: 318438
Burbank, CA
Past
October 4, 2019 - April 4, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
SAN DIEGO, CA
Past
April 28, 2018 - April 4, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
SAN DIEGO, CA
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".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - (7/14/2022 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(1/12/2025)
IAR
California(5/17/2024)
RR
California(7/2/2024)
RR
Colorado(1/12/2025)
RR
Florida(8/12/2024)
RR
Hawaii(1/12/2025)
RR
Illinois(1/12/2025)
RR
Indiana(5/30/2025)
RR
Maine(1/17/2025)
RR
Maryland(1/12/2025)
RR
Nevada(1/12/2025)
RR
New Jersey(4/2/2025)
RR
New York(1/21/2025)
RR
Ohio(1/13/2025)
RR
Pennsylvania(8/14/2024)
RR
Texas(1/12/2025)
RR
Washington(1/12/2025)
RR
Wisconsin(4/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
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Contact information
Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
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.
