Kelly Meyer (CRD# 3051664) is an Investment Advisor Representative working at Pfg Advisors in Worthington, MN and has over 25 years of experience in the finance industry.
CRD# 2240788
Ameriprise Financial Services, LLC
CRD# 6915913
Edward Jones
CRD# 3050508
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfg Advisors, LLC | Phoenix, AZ | Dec 2019 - Current | 4 |
| Securities America, Inc. | Worthington, MN | Aug 2009 - Current | 14 |
| United Prairie Bank | Worthington, MN | Oct 1999 - Current | 24 |
| Securities America Advisors, Inc. | Worthington, MN | Jul 2015 - Feb 2022 | 6 |
| Usadvisors Wealth Management, LLC | Worthington, MN | Aug 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
- MN
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Total Assets Under Management2,333MILLIONS
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Total Number of Accounts11,752ACCOUNTS
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Average Account Value$198,543
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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