Peggy Meier (CRD# 2443911) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Edgerton, MN and has over 23 years of experience in the finance industry.
CRD# 4252096
Raymond James Financial Services Advisors, Inc.
CRD# 5168820
Edward Jones
CRD# 2278529
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2017 - Current | 6 |
| First State Bank Southwest | Worthington, MN | Sep 2004 - Current | 19 |
| Invesment Centers Of America | Worthington, MN | Sep 2004 - Nov 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- MN
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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