Grant MeyerCRD Number: 5545777
Current Firm: Fure Financial Corporation
Grant Meyer (CRD# 5545777) is an Investment Advisor Representative working at Fure Financial Corporation in Bloomington, MN and has over 5 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.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Fure Financial Corporation||Bloomington, MN||Jun 2017 - Current||1|
|Financial Planning Association Of Minnesota||Minneapolis, MN||Jan 2016 - Current||2|
|Commonwealth Financial Network||Waltham, MA||Nov 2013 - Jul 2017||3|
|Commonwealth Financial Network||Waltham, MA||Mar 2013 - Jul 2017||4|
|Fure Financial Corporation||Bloomington, MN||May 2008 - Jun 2017||9|
|Full-time Education||Bloomington, MN||Sep 2004 - Dec 2008||4|
|Lowe's||West St. Paul, MN||Jan 2005 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management190MILLIONS
Total Number of Accounts1,072ACCOUNTS
Average Account Value$177,399
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MN, NE, TX
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