DM
CFP
DM
CFP

Douglas Meyer

42 Years of Experience
Deerfield, IL
Broker

Douglas Meyer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Deerfield, IL, with 42 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

500 Lake Cook Rd Stes 175 & 300, Deerfield, IL, 60015

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Douglas is the 100% owner/producer of Douglas L. Meyer Productions, LLC, spending a few hours per week producing Broadway shows. He also serves as a trustee for multiple family members and friends, and has a small ownership stake in The Boys of Summer LP, investing in a major league baseball team.

Employment History
Current Registrations
Wells Fargo Advisors
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities Incorporated
July 1995 - July 2003 · 8 yrs
Prudential Securities IncorporatedBroker
May 1994 - July 2003 · 9 yrs 2 mos
Painewebber IncorporatedBroker
August 1984 - May 1994 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1984 - September 1984 · 2 mos
State Registrations40 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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