Aaron Meyer (CRD# 7286297) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Crookston, MN and has over 3 years of experience in the finance industry.
CRD# 1968929
Edward Jones
CRD# 2087140
Ameriprise Financial Services, LLC
CRD# 6433662
Osaic Institutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Crookston, MN | Aug 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Crookston, MN | Aug 2021 - Current | 2 |
| Bremer Bank/investments | Crookston, MN | Aug 2021 - Current | 2 |
| Bremer Investments | Crookston, MN | Aug 2021 - Current | 2 |
| Bremer Bank | Crookston, MN | Aug 2021 - Current | 2 |
| Bremer Investments | Crookston, MN | Aug 2021 - Current | 2 |
| Thrivent Financial | Appleton, WI | Feb 2021 - Aug 2021 | < 1 |
| Thrivent Investment Management Inc. | Crookston, MN | Oct 2020 - Aug 2021 | < 1 |
| Thrivent Financial | Appleton, WI | Oct 2020 - Feb 2021 | < 1 |
| Andy Oman State Farm | Crookston, MN | Feb 2019 - Oct 2020 | 1 |
| University Of Minnesota Crookston | Crookston, MN | Sep 2016 - Feb 2019 | 2 |
| University Of Minnesota Crookston | Crookston, MN | Jan 2015 - Sep 2016 | 1 |
| Big Top Fireworks | Hillsboro, ND | May 2002 - Aug 2016 | 14 |
| Canelson Drilling Inc. | Mohall, ND | May 2014 - Dec 2014 | < 1 |
| Northern State University | Aberdeen, SD | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- MN
- ND
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.