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Kirsten Meaghan Bayer-petras

Investment adviser representative at Capital Client Group, Inc.
15 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

15 years in the industry.

  1. Capital Group/capital Client Group, Inc.Mar 2026 to now
  2. Capital Client Group, Inc.Jan 2023 to now
  3. Capital Group / American Funds Distributors, Inc.Aug 2022 to Aug 2024
  4. Oak Street Funding LLCOct 2011 to Aug 2022

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (IN).

Capital Client Group, Inc.

$0Assets managed
0Clients
606Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7616525
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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