Skip to content

Michaela Marie Settlemeyer

Investment adviser representative at Kintra Wealth, LLC
14 yearsExperience
1 stateRegistered in
$1.5BFirm assets
7 yearsFirm in business

Are you Michaela Marie Settlemeyer? Claim your profile

How the firm charges

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

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Kintra Wealth, LLCJun 2026 to now
  2. Leander Independent School DistrictJun 2018 to May 2026
  3. Trinity Episcopal SchoolAug 2012 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

Kintra Wealth, LLC

$1.5BAssets managed
2,914Clients
39Advisers
7 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
8302612
Firm CRD
299407
Advisor's SEC record (opens in a new tab)
CallContact this firm