Braden Meese
Investment adviser representative at Israel Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
$96.3MFirm assets
16 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Israel Investment Advisors, LLCJul 2026 to now
- Ghp Investment AdvisorsJul 2025 to now
- Retirement-in-focus Wealth ManagementJul 2024 to Aug 2024
- Retirement-in-focus Wealth ManagementJun 2023 to Aug 2023
- City of Norwalk, CtJun 2022 to Sep 2022
- DuAug 2021 to Jun 2025
- Slip Stream MarketingMay 2021 to Jul 2021
- StudentSep 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Israel Investment Advisors, LLC
$96.3MAssets managed
5Clients
26Advisers
16 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
- 8175738
- Firm CRD
- 153952