Anna Meurer (CRD# 5197293) is an Investment Advisor Representative working at Universal Financial Advisors, LLC in Saint Peters, MO and has over 12 years of experience in the finance industry. Anna Meurer 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.
CRD# 5472794
Fidelity Personal And Workplace Advisors
CRD# 2770239
Ameriprise Financial Services, LLC
CRD# 6881927
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Universal Financial Advisors, LLC | St. Peters, MO | Jun 2023 - Current | < 1 |
| Securities America, Inc. | St. Peters, MO | Jul 2015 - Current | 8 |
| Lpl Financial LLC | St. Peters, MO | Dec 2011 - Jul 2015 | 3 |
| Lpl Financial LLC | St. Peters, MO | Oct 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- MO
-
Total Assets Under Management202MILLIONS
-
Total Number of Accounts504ACCOUNTS
-
Average Account Value$400,972
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, MO, TX
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