Kasinee Manee-In Meyer
Investment Adviser Representative at Encompass MORE Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kasinee Manee-In Meyer is an investment adviser representative with Encompass MORE Asset Management LLC in Laguna Niguel, CA, where they have been registered since 2024. They have worked in the securities industry since 2018 and were previously registered with Transamerica Financial Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
19 states and territories
Arizona, California, Colorado, Florida, Hawaii, Illinois, Indiana, Maine, Maryland, Nevada, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Financial Advisors, IncOct 2019 – Apr 2024San Diego, CA
- World Financial Group, Inc.Jun 2017 – Mar 2024San Diego, CA
- PER SE RestaurantApr 2016 – Jul 2017New York, NY
- Encompass More Asset Management LLCMay 2024 – no end date reportedDanville, CA
- Transamerica Financial Advisors, IncApr 2018 – Apr 2024San Diego, CA
- Encompass More Investments, LLCJun 2024 – no end date reportedDanville, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Encompass MORE Asset Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning services, products, and platforms aimed at helping clients achieve a comfortable retirement lifestyle
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 86
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Danville, CA
- SEC file number:
- 801-126102
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
View full firm profileOther advisors at Encompass MORE Asset Management LLC
Showing 12 of 86 in the directory
Similar advisors in Laguna Niguel, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kasinee Manee-In Meyer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched