Keith Meyers, financial advisor Cannon Falls MN

Keith Meyers

CRD Number: 4418684
Current Firm: Osaic Wealth, Inc.

Keith Meyers (CRD# 4418684) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cannon Falls, MN and has over 22 years of experience in the finance industry. Keith Meyers 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.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Cannon Falls, MN Nov 2018 - Current 5
Signator Investors, Inc. Cannon Falls, MN May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Cannon Falls, MN Jun 2001 - May 2016 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
Contact Info for Keith R. Meyers
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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)
  • Educational seminars/workshops
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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Data verified by both the advisor and the public regulatory data.

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