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Kelly Joel Meyer

PFG Advisors

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About Kelly Joel Meyer

Kelly Joel Meyer is an investment advisor representative at PFG Advisors. Kelly has been in the financial services industry since 1998. Kelly is registered with the Financial Industry Regulatory Authority (FINRA) and has licenses in Arizona, California, Colorado, Florida, Iowa, Minnesota, Nevada, South Dakota and Wisconsin. Kelly holds the Series 7 and Series 63 licenses. Kelly provides financial planning services to individuals, businesses, and retirement plans.

Firm Information

Kelly Meyer is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Kelly Meyer’s Registration & Firm History

MN

12/02/2019 - Present

PFG Advisors (Worthington MN)

MN

08/03/2009 - 06/14/2024

SECURITIES AMERICA, INC. (MANKATO MN)

MN

03/05/2002 - 07/31/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (SLAYTON MN)

NY

02/12/2001 - 02/28/2002

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

MN

08/20/1998 - 10/22/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/20/1998 - 10/22/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Joel Meyer.
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