Grant Meyer, financial advisor Bloomington MN
92 score

Grant Meyer

CRD Number: 5545777
Current Firm: Commonwealth Financial Network

Grant Meyer (CRD# 5545777) is an Investment Advisor Representative working at Commonwealth Financial Network in Bloomington, MN and has over 3 years of experience in the finance industry. Grant Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Oct 2012 - Current 4
Fure Financial Bloomington, MN Jun 2008 - Current 8
Lowe's West St. Paul, MN Jan 2005 - Jun 2008 3
Full-time Education Bloomington, MN Sep 2002 - Jun 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Grant A. Meyer
Phone Number: 781-736-0700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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