RM
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Rodney Meyer

33 Years of Experience
Mankato, MN
1 DisclosureBroker

Rodney Meyer is a registered investment advisor at Private Advisor Group, LLC, based in Mankato, MN, with 33 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

503 Long Street, Mankato, MN, 56001

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History

Regulatory History (1)
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Customer Dispute
September 2002
Settled
Other Business Activities

Rodney operates under several DBAs, including Meyer Financial & Consulting, LLC and Meyer & Norland Financial Group. He provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Private Advisor Group, LLC
March 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
April 2003 - Present · 23 yrs 1 mo
Previous Registrations
Investors Financial Group
January 2014 - July 2022 · 8 yrs 6 mos
LPL Financial LLC
January 2014 - October 2015 · 1 yr 9 mos
U.S. Bancorp Piper Jaffray INC.Broker
September 1992 - April 2003 · 10 yrs 7 mos
State Registrations9 states
AZCOFLIAMNMTNEORSD
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.