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KT

Kendall I. Theil

MEEDER ADVISORY SERVICES
DUBLIN, OH 43017
CRD#: 8135888
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KT
Kendall I TheilMEEDER ADVISORY SERVICES

Professional summary

Kendall I Theil is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio and MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.

Kendall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Kendall has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendall I Theil'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

May 3, 2026 - Present

MEEDER ADVISORY SERVICES, INC.

Office #1: 6125 Memorial Dr, Dublin, OH 43017
RIA
CRD#: 106814
DUBLIN, OH
Current

August 11, 2025 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017
BD
CRD#: 36773
DUBLIN, OH

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".
MA
MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA
Registered Investment Advisory firm - (10/23/1991 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
Ohio
(8/12/2025)
IAR
Ohio
(5/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/1/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/30/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/11/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/20/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA
Registered Investment Advisory firm - (10/23/1991 Approved)
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Contact information

Main Address
6125 Memorial Dr, Dublin, OH 43017
Mailing Address
P. O. Box 7177, Dublin, OH 43017
Phone number
(866) 633-3371
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MEEDER ADVISORY SERVICES, INC. - 2025 BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts3,800
AUM (Assets Under Management)$ 2,088,369,039

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

MEEDER ADVISORY SERVICES, INC.

CRD#: 106814Dublin, OH 43017

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