Brandon Meyer (CRD# 6223161) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marshfield, WI and has over 4 years of experience in the finance industry.
CRD# 6104795
Ameriprise Financial Services, LLC
CRD# 4423552
Buena Vista Investment Management LLC
CRD# 1021043
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Marshfield, WI | Mar 2020 - Current | 4 |
| Ameriprise Financial | Marshfield, WI | Jun 2008 - Mar 2020 | 11 |
| The Boson Company | Marshfield, WI | Dec 2017 - Jan 2018 | < 1 |
| United States Soccer Assocation | Marshfield, WI | Jun 2011 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- TX
- WI
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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