Gunnar Meyers, financial advisor Grass Valley CA

Gunnar Meyers

CRD Number: 7335295
Current Firm: Robert W. Baird & Company Incorporated

Gunnar Meyers (CRD# 7335295) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has over 2 years of experience in the finance industry.

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Mariner Independent
Company Name Location Dates Years
Baird Milwaukee, WI Feb 2021 - Current 3
Craft Master Painting Milwaukee, WI Jun 2020 - Jan 2021 < 1
Muellers Locker Room Atchison, KS Aug 2019 - May 2020 < 1
Willies Atchison, KS Feb 2019 - Aug 2019 < 1
Farm To Table Catering Nevada City, CA Jan 2014 - Jan 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Gunnar R. Meyers
Phone Number: 414-765-3500
Registered State(s):
  • CA
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    287,515
    MILLIONS
  • Total Number of Accounts
    331,500
    ACCOUNTS
  • Average Account Value
    $867,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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