Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Meyer is a financial professional with over 30 years of experience in the industry. John is a Certified Financial Planner and Chartered Financial Consultant, and is registered to offer investment advisory services in Illinois and Michigan. John currently works at CWM, LLC, a firm that provides financial planning and investment management services to individuals, families, and businesses. Before joining CWM, LLC, John worked for Triad Advisors, LLC, and NFP Advisor Services, LLC. John has a diverse background in the financial services industry, including experience in insurance sales.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
05/08/2023 - Present
CWM, LLC (OMAHA NE)
IL
06/22/2015 - 07/09/2018
TRIAD ADVISORS LLC (Aurora IL)
IL
02/25/1999 - 06/22/2015
NFP ADVISOR SERVICES, LLC (AURORA IL)
MA
01/02/1996 - 02/26/1999
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
AZ
01/04/1994 - 01/02/1996
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IL
01/30/1989 - 12/31/1993
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NA
09/22/1982 - 02/08/1989
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/21/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
Not sure John Meyer is the right advisor for you? Invested Better is here to help.
