Andrew MeyerCRD Number: 5954748
Current Firm: Thrivent Investment Management Inc.
Andrew Meyer (CRD# 5954748) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Elm Grove, WI and has over 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Apr 2012 - Current||5|
|Thrivent Investment Management Inc.||Elm Grove, WI||Oct 2011 - Current||5|
|Thrivent Financial For Lutherans||Appleton, WI||Feb 2012 - Apr 2012||< 1|
|Concordia University Wisconsin||Mequon, WI||Sep 2010 - Sep 2011||1|
|Nordstroms||Bloomington, MN||Jun 2010 - Sep 2010||< 1|
|New Castle Place||Mequon, WI||Oct 2007 - Aug 2010||2|
|Schumacher Electirc||Waseca, MN||Jan 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV