Aaron Meissner (CRD# 6845540) is an Investment Advisor Representative working at Efs Advisors in Waite Park, MN and has over 6 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Efs Advisors | Cambridge, MN | Jan 2020 - Current | 4 |
| Advanced Advisor Group LLC | Cambridge, MN | Aug 2017 - Current | 6 |
| Bethel University Bsg | St Paul, MN | Aug 2016 - May 2017 | < 1 |
| Bethel University Campus Store | St Paul, MN | Sep 2013 - May 2017 | 3 |
| Bethel University | St Paul, MN | Sep 2013 - May 2017 | 3 |
| Leach Financial Services/efs Advisors | Clearwater, MN | Jun 2015 - Aug 2015 | < 1 |
| Leach Financial Services/efs Advisors | Clearwater, MN | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- MN
-
Total Assets Under Management2,039MILLIONS
-
Total Number of Accounts29,019ACCOUNTS
-
Average Account Value$70,267
- A percentage of assets under your management
- Hourly charges
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.