Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Meyer is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC in Dubuque, Iowa. Michael has experience in providing investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael has held previous registrations with IFMG Securities, Inc., Invest Financial Corporation, Focused Investments L.L.C., and Dain Bosworth Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
04/16/2024 - Present
LPL Financial LLC (DUBUQUE IA)
IA
05/09/2005 - 03/04/2008
IFMG SECURITIES, INC. (DUBUQUE IA)
WI
01/17/2002 - 05/09/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
07/24/1996 - 01/22/2002
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
NA
02/18/1993 - 07/05/1996
DAIN BOSWORTH INCORPORATED
BOTH
Issued 06/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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