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Aimee Jo Meier

Osaic Wealth, Inc.

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About Aimee Jo Meier

Aimee Jo Meier is a financial advisor who has been in the industry since December 2018. Aimee is currently registered with Osaic Wealth, Inc. and is licensed in Wisconsin. Aimee has a history of working for firms such as Securities America, Inc. and Mutual of Omaha Investor Services, Inc. Aimee offers a range of services to individuals and businesses including financial planning, pension consulting, and portfolio management. Aimee is dedicated to helping her clients achieve their financial goals.

Firm Information

Aimee Meier is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Aimee Meier’s Registration & Firm History

WI

06/14/2024 - Present

Osaic Wealth, Inc. (LACROSSE WI)

WI

04/06/2021 - 06/14/2024

SECURITIES AMERICA, INC. (LA CROSSE WI)

WI

02/14/2019 - 04/02/2021

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LA CROSSE WI)

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Licenses & Designations

BC

Issued 03/08/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/07/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aimee Jo Meier.
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