linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shane Michael Meyer

KMG Fiduciary Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shane? Claim Your Profile

About Shane Michael Meyer

Shane Michael Meyer is a financial advisor based in Toledo, OH. Shane Meyer has been in the financial industry for over 20 years. Shane Meyer is currently registered with KMG Fiduciary Partners, LLC. Shane Meyer is also a registered Investment Advisor Representative (IAR). Previously, Shane Meyer was registered with Morgan Stanley and UBS Financial Services Inc. Shane Meyer holds several securities licenses, including Series 7, Series 31, and SIE.

Firm Information

Shane Meyer is currently registered with KMG Fiduciary Partners, LLC. KMG Fiduciary Partners, LLC is an investment advisor headquartered in Toledo, OH. They manage approximately $1.26 billion in assets for individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, and selection of other advisors.
KMG Fiduciary Partners, LLC

7530 KINGS POINTE ROAD

TOLEDO, OH 43617

$1.26B

Assets Under Management

Not reported

Total Clients

11

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shane Meyer’s Registration & Firm History

OH

01/17/2020 - Present

KMG Fiduciary Partners, LLC (TOLEDO OH)

OH

11/05/2010 - 01/21/2020

MORGAN STANLEY (TOLEDO OH)

OH

02/09/2007 - 11/12/2010

UBS FINANCIAL SERVICES INC. (SYLVANIA OH)

OH

01/30/2001 - 02/09/2007

MCDONALD INVESTMENTS INC. (PERRYSBURG OH)

Not sure if Shane Michael Meyer is right for you?

Licenses & Designations

BOTH

Issued 02/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 01/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shane Michael Meyer.
Not sure if Shane Michael Meyer is right for you?