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Kaimele Kelley Searles

THE Pacific Financial Group, Inc.

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About Kaimele Kelley Searles

Kaimele Kelley Searles is a financial advisor with over 20 years of experience in the financial services industry. Kaimele is currently registered with The Pacific Financial Group, Inc. and Pacific Financial Group, LLC in Washington and Idaho. Kaimele has a Series 7, Series 24 and Series 66 license. Kaimele has worked in various roles in the financial services industry, including as an advisor for Charles Schwab & Co., Inc., Grub & Ellis Securities, Inc. and Capital Investment Group, Inc. Kaimele is dedicated to providing clients with personalized financial advice and guidance, helping them reach their financial goals.

Firm Information

Kaimele Searles is currently registered with THE Pacific Financial Group, Inc.. THE Pacific Financial Group, Inc. is an investment advisor based in BELLEVUE, WA. They manage $3,734,718,964 in regulatory assets under management. They advise high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, investment companies, charitable organizations, pension and profit sharing plans, and other investment advisors. They offer financial planning and portfolio management for individuals and businesses.
THE Pacific Financial Group, Inc.

11811 NE FIRST ST

BELLEVUE, WA 98005

$3.73B

Assets Under Management

400

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kaimele Searles’s Registration & Firm History

WA

06/03/2020 - Present

THE Pacific Financial Group, Inc. (BELLEVUE WA)

CA

07/23/2013 - 12/23/2013

CAPITAL INVESTMENT GROUP, INC. (IRVINE CA)

CA

02/02/2011 - 02/08/2012

GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)

CA

06/06/2002 - 08/09/2011

GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)

TX

03/19/1998 - 07/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 03/31/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2007

Series 24 - General Securities Principal Examination

BC

Issued 03/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kaimele Kelley Searles.
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