R. Meier, Inc.
R. Meier, Inc. (CRD# 134035) is a financial advisory firm headquartered in Fort Atkinson, WI. They manage $70,183,849 in 513 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management70MILLION
Total Number of Accounts513ACCOUNTS
Average Account Value$136,811
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Mark Meier (CRD# 4661202) is an Investment Advisor Representative working at R. Meier, Inc. in Fort Atkinson, WI and has over 11 years of experience in the finance industry. Mark Meier 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.
Richard Meier (CRD# 4911645) is an Investment Advisor Representative working at R. Meier, Inc. in Fort Atkinson, WI and has over 11 years of experience in the finance industry.