Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Meyer is a financial advisor with over 30 years of experience in the industry. Dennis is a Certified Financial Planner™ professional and holds Series 63, Series 65, Series 7, and SIE licenses. Dennis is currently registered with First Heartland Consultants, Inc. and has been with the firm since 2004. Prior to that, Dennis worked at THRIVENT INVESTMENT MANAGEMENT INC., LUTHERAN BROTHERHOOD SECURITIES CORP., and FIRST AFFILIATED SECURITIES, INC. Dennis has experience in providing financial planning, investment advice, and portfolio management services for individuals, businesses, and retirement plans. Dennis specializes in retirement planning, college savings, and estate planning. He is committed to helping his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
03/09/2015 - Present
First Heartland Consultants, Inc. (INDIANAPOLIS IN)
MN
07/01/2002 - 08/23/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
04/06/1988 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
NA
06/25/1987 - 03/23/1988
FIRST AFFILIATED SECURITIES, INC.
IA
Issued 07/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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