Kyle Mclaren Westland
Investment adviser representative at Meeder Advisory Services, Inc.
18 yearsExperience
1 stateRegistered in
$2.9BFirm assets
34 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.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Meeder Advisory Services, Inc.Jul 2023 to now
- Wvu Student Managed Investment FundJan 2023 to Jun 2023
- West Virginia UniversityAug 2018 to Jun 2023
- StudentJan 2008 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Meeder Advisory Services, Inc.
Legal name: Meeder Advisory Services, Inc
$2.9BAssets managed
3,636Clients
19Advisers
34 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
- 8167294
- Firm CRD
- 106814