Kendall I Theil
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Meeder Advisory Services, Inc.May 2026 to now
- Meeder Distribution Services, Inc.Jul 2025 to now
- Meeder Investment ManagementAug 2023 to Jun 2025
- First Mutual Holding CompanyJan 2023 to Aug 2023
- First Mutual Holding CompanyMay 2022 to Dec 2022
- Homepoint FinancialJul 2020 to Dec 2022
- Ohio State Martha Morehouse Outpatient CareJul 2019 to Apr 2020
- StarbucksMay 2019 to Jul 2019
- Ohio State UniversityOct 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Meeder Advisory Services, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8135888
- 106814