Seth
Meisler

Prosperity Capital Advisors

CRD#2806843
Investment Advisor
in Golden Valley, MN

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About this Advisor

Seth Meisler is a financial advisor based in Golden Valley, Minnesota, working with Prosperity Capital Advisors. Seth has previously held positions at Cetera Advisor Networks LLC, Affiance Financial, LLC, Private Client Services, Ccg Wealth Management LLC, C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, and The Jl Smith Group (D.B.A For Advisory Business). Seth has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Seth is part of Prosperity Capital Advisors, which operates out of Golden Valley, Minnesota. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Golden Valley, MN

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$2,245,308,171

MN Average: $2,106,341,625
Total Number of Employees

202

MN Average: 34
Total Number of Accounts

9,396

MN Average: 1,972
Average Account Size

$238,964

MN Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Seth Meisler Work History

2023 - Present (1 year)

C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors

2023 - Present (1 year)

The Jl Smith Group (D.B.A For Advisory Business)

2022 - 2023 (1 year)

Ccg Wealth Management LLC

2017 - 2023 (6 years)

Private Client Services

2013 - 2017 (4 years)

Cetera Advisor Networks LLC

2007 - 2022 (15 years)

Affiance Financial, LLC

Disclosures

Please visit the SEC profile of Seth Meisler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Capital Advisors

Derrick Gibbs
Westlake, OH
Jake Giles
Arden, NC
Thomas Ponce
Edwardsville, IL
Troy Stine
Lake Charles, LA
Eric Langenfeld
Westlake, OH
Ashwini Ahluwalia
Westlake, OH
Catherine Reid
Arden, NC
Cheryl Bush
South Easton, MA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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