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KS

Kameryn Siemers

J. W. COLE ADVISORS
Lakeville, MN 55044
Some features on this profile are disabled
CRD#: 7145283
KS

Professional summary

Kameryn Siemers, who also goes by Kameryn Schaefer, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Lakeville, Minnesota and J.W. COLE FINANCIAL, INC. located in Lakeville, Minnesota.

Kameryn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kameryn has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kameryn Schaefer

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) Midwest Money Management; DBA; 17316 Kenyon Ave, Ste 104, Lakeville, MN 55044; Financial Planning/Investment Management; Associate Advisor; Start July 1, 2019; 160 hrs/mo, 160 hrs/mo during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kameryn Siemers'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

April 28, 2023 - Present

J. W. COLE ADVISORS, INC.

Office #1: 17316 Kenyon Ave Suite 104, Lakeville, MN 55044
RIA
CRD#: 112294
Lakeville, MN
Current

April 24, 2025 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 17316 Kenyon Ave Suite 104, Lakeville, MN 55044
BD
CRD#: 124583
Lakeville, MN
Past

December 16, 2021 - April 28, 2023

SPC

RIA
CRD#: 110692
Lakeville, MN

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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA
Registered Investment Advisory firm - (11/23/2001 Approved)
Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)
Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)

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

IAR
Minnesota
(4/28/2023)
RR
Minnesota
(4/25/2025)
IAR
Texas
(10/22/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/31/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/16/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/11/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA
Registered Investment Advisory firm - (11/23/2001 Approved)
Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)
Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)
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Contact information

Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512

SEC notice filing (52 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

Part 2 Brochures

WRAP FEE PROGRAM (3/28/2025)
JWCA 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts29,614
AUM (Assets Under Management)$ 7,195,237,282

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

J. W. COLE ADVISORS, INC.

CRD#: 112294Lakeville, MN 55044

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