This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAVVY

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 8, 2014

First registration

Mar 10, 2014

Dual registered

no

Other names

JANELLE RAE KASPER|JANELLE RAE KASPER|JANELLE RAE VANMEEL|Janelle Kasper

IAPD individual key

3168910

• Occurred

  Nov 20, 2024
  Advisor changed firm

  Janelle Rae Van Meel left Wambolt & Associates, Llc for Savvy (registered 2024-11-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:11c3d34f-fdf2-e8f5-a484-195f4f574169

First observed

Mar 10, 2014

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.