Stephen Neumeier (CRD# 1320155) is an Investment Advisor Representative working at Neumeier Capital Management, Inc. in Concord, MA and has over 39 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Neumeier Capital Management Inc. | Boston, MA | Jul 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1992 |
- MA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$579,874
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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