Be advised. This firm is no longer registered.

Meyer Financial Services, Inc.

Meyer Financial Services, Inc. (CRD# 174457) is a financial advisory firm headquartered in Naperville, IL. They manage $118,619,053 in 407 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2020 Calamos Court, Suite 200, Naperville, IL 60563
https://www.facebook.com/meyerwealth/
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $291,447
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, TX

Financial Advisors at Meyer Financial Services, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals