Anthony Meyer (CRD# 6650379) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Grand Forks, ND 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 |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Feb 2023 - Current | 1 |
| Alerus | Grand Forks, ND | Feb 2023 - Current | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2021 - Dec 2022 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2020 - Dec 2022 | 2 |
| Northwestern Mutual Investment Services LLC | Grand Forks, ND | Dec 2020 - Dec 2022 | 2 |
| Edgewood Healthcare | Grand Forks, ND | Sep 2019 - Dec 2020 | 1 |
| Lowes | Grand Forks, ND | Jan 2019 - Sep 2019 | < 1 |
| Aflac | Grand Forks, ND | Dec 2017 - Jan 2019 | 1 |
| State Farm | Grand Forks, ND | Jun 2016 - Nov 2017 | 1 |
| Lithia Toyota | Grand Forks, ND | Aug 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2021 |
- ND
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- 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
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