Mark Meyers, financial advisor Southfield MI
96 score

Mark Meyers

CRD Number: 5553981
Current Firm: Plante Moran Financial Advisors

Mark Meyers (CRD# 5553981) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 8 years of experience in the finance industry. Mark 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
Plante Moran Insurance Agency Southfield, MI Jul 2013 - Current 3
Valmark Securities, Inc. Akron, OH Feb 2013 - Current 3
Plante Moran Financial Advisors Southfield, MI Sep 2011 - Jan 2013 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2010 - Sep 2011 1
Northwestern Mutual Investment Servvices, LLC Troy, MI Jan 2010 - Sep 2011 1
Brian Duggan Troy, MI Feb 2009 - Sep 2011 2
Northwestern Mutual Investment Services. LLC Troy, MI Jul 2008 - Sep 2011 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2008 - Feb 2009 < 1
Unemployed Ferndale, MI May 2008 - Jun 2008 < 1
Moulding And Millwork Taylor, MI Mar 2008 - May 2008 < 1
Wells Fargo Novi, MI Jun 2007 - Mar 2008 < 1
Central Michigan University Mt. Pleasant, MI Aug 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Mark A. Meyers
Phone Number: 248-223-3400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    12,400
    MILLIONS
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $5,030,475
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
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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