Kevin A. Blanchard

MECHE AND ASSOCIATES LLC

Lafayette, LA 70503

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CRD#: 7508914

Professional summary

Kevin Anthony Blanchard is a registered financial advisor currently at MECHE AND ASSOCIATES LLC located in Lafayette, Louisiana.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kevin has worked at 2 firms and has passed the Series 65 exam.

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.

1) Mr. Blanchard will operate as a licensed insurance professional. NOT INVESTMENT RELATED. 345 Doucet Rd, Suite 200-H, Lafayette, LA 70503. Mr. Blanchard may receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Blanchard is not required to offer the products of any particular insurance company. Commissions generated by insurance sales does not offset regular advisory fees. Start Date: February 2022. Hours Dedicated: 70 hours/month (50 hours/month during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Anthony Blanchard'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

February 3, 2023 - Present

MECHE AND ASSOCIATES LLC

Office #1: 345 Doucet Road Suite 200-h, Lafayette, LA 70503

RIA

CRD#: 323419

Lafayette, LA

Past

February 21, 2022 - March 3, 2023

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

LAFAYETTE, LA

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

Louisiana
(2/3/2023)

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: 9/27/2021

Uniform Investment Adviser Law Examination

Current Firm

MECHE AND ASSOCIATES LLC

CRD#: 323419 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/3/2023 Approved)

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Contact information

Main Address

345 Doucet Road Suite 200-h, Lafayette, LA 70503

Mailing Address

Phone number

(337) 983-1014

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 9,168,701

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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Kevin A. Blanchard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Anthony Blanchard's CRS (Customer Relationship Summary).

Certified licenses

Experience

MECHE AND ASSOCIATES LLC

IMPACT PARTNERSHIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2021

Current Firm

MECHE AND ASSOCIATES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MECHE AND ASSOCIATES LLC

TRUST BUT VERIFY

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