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).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $136,811
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at R. Meier, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark A. Meier
CRD#: 4661202
202 S Third Street W, Fort Atkinson, WI 53538
96
Wealthminder
score

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.

2
Richard A. Meier
CRD#: 4911645
202 S Third Street W, Fort Atkinson, WI 53538
93
Wealthminder
score

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.

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