Steven MeierCRD Number: 5345448
Current Firm: Securities America Advisors, Inc.
Steven Meier (CRD# 5345448) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Securities America Advisors||La Vista, NE||Jul 2016 - Current||< 1|
|Securities America Inc.||La Vista, NE||Jul 2016 - Current||< 1|
|Td Ameritrade||Omaha, NE||Nov 2009 - Jul 2016||6|
|Hemphill Staffing||Omaha, NE||Aug 2009 - Nov 2009||< 1|
|Thrivent Investment Management Inc.||Omaha, NE||Apr 2008 - Jun 2009||1|
|Thrivent Financial For Lutherans||Appleton, WI||Apr 2008 - Jun 2009||1|
|Various Insurance Carriers For W&r Insurance Agencies||Grand Island, NE||Aug 2007 - Apr 2008||< 1|
|Waddell & Reed, Inc.||Gand Island, NE||May 2007 - Apr 2008||< 1|
|Nebraskaland Distributing||Kearney, NE||Jan 2006 - May 2007||1|
|Walmart||Kearney, NE||Nov 2004 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- 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
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