GM
CFP
GM
CFP

Gerald Meyerle

33 Years of Experience
Lincoln, NE
1 DisclosureBroker

Gerald Meyerle is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lincoln, NE, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

Loading...

Location

5550 S 59th St, #22, Lincoln, NE, 68516

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Denied
Other Business Activities

Gerald has 100% ownership in Meyerle Investment Group, LLC and 50% ownership in Arbor Wealth Management, dedicating a few hours per week to each. He also has 33% ownership in Meyerle Family Farms, LLC and is a trustee for his father's trust, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors
October 2020 - Present · 5 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2020 - Present · 5 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2013 - October 2020 · 7 yrs
Wells Fargo Clearing Services, LLCBroker
October 2013 - October 2020 · 7 yrs
UBS Financial Services INC.
July 1997 - November 2013 · 16 yrs 4 mos
UBS Financial Services INC.Broker
December 1992 - November 2013 · 20 yrs 11 mos
State Registrations29 states
AKARAZCACOFLGAHIIAILKSKYMIMNMOMTNENJNMNYOHOKPASDTXVAVirgin IslandsWAWY
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.
Gerald Meyerle - Financial Advisor | TrueAdvisor