Wendy Meyer, financial advisor Madison FL

Wendy Meyer

CRD Number: 4663149
Current Firm: Ameriprise Financial Services, LLC

Wendy Meyer (CRD# 4663149) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Madison, FL and has over 20 years of experience in the finance industry. Wendy Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Bradley Bashaw, financial advisor Madison FL
Bradley O. Bashaw
CRD# 4085538
Edward Jones
Similar Advisors
Darrin Cohen, financial advisor Madison FL
Darrin S. Cohen
CRD# 2488435
Lpl Financial LLC
Similar Advisors
Nathaniel Cruce, financial advisor Madison FL
Nathaniel C. Cruce
CRD# 4917223
State Farm Investment Management Corp.
Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, LLC Madison, FL Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Madison, FL Sep 2005 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Wendy Meyer
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Wendy Meyer and other advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.