Norman Meyer (CRD# 3185642) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Wildwood, MO and has over 25 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ni Advisors | Milpitas, CA | Sep 2021 - Current | 2 |
| Vestech Asset Management | St. Louis, MO | Apr 2018 - Current | 6 |
| Vestech Securities, Inc. | St. Louis, MO | Jun 2016 - Current | 7 |
| Meyer Financial Group | St. Louis, MO | Sep 1999 - Current | 24 |
| Ibn Financial Services, Inc. | St. Louis, CA | Jun 2016 - Jun 2021 | 5 |
| Cuttingedge Advisors | Saint Louis, MO | Mar 2008 - Aug 2018 | 10 |
| Oakbridge Financial Services | Kirkwood, MO | May 2015 - May 2016 | 1 |
| Concorde Investment Services | Troy, MI | Mar 2011 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- MO
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Total Assets Under Management82MILLIONS
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Total Number of Accounts303ACCOUNTS
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Average Account Value$272,038
- 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
- Selection of other advisers (including private fund managers)
CT, IL, KS, MI, MO, NC, PA, TX
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