TM
CFA
TM
CFA

Timothy Meyer

23 Years of Experience
Minneapolis, MN
Broker

Timothy Meyer is a CFA-designated registered investment advisor, based in Minneapolis, MN, with 23 years of industry experience.

Location

2701 University Ave Se, Minneapolis, MN, 55414

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
April 2018 - August 2023 · 5 yrs 4 mos
Securian Financial Services, INC.Broker
April 2018 - August 2023 · 5 yrs 4 mos
Cri Securities, LLCBroker
April 2018 - October 2021 · 3 yrs 6 mos
Cri Securities, LLC
April 2018 - October 2021 · 3 yrs 6 mos
Allianz Life Financial Services, LLCBroker
August 2015 - August 2017 · 2 yrs
Securian Financial Services, INC.Broker
September 2006 - March 2015 · 8 yrs 6 mos
Jefferies & Company, INC.Broker
February 2004 - November 2004 · 9 mos
Tcf Investments, INC.Broker
June 2003 - January 2004 · 7 mos
American Express Financial Advisors INC.Broker
April 2003 - June 2003 · 2 mos
Ids Life Insurance CompanyBroker
April 2003 - June 2003 · 2 mos
RBC Dain Rauscher INC.Broker
August 1999 - December 2002 · 3 yrs 4 mos
State Registrations1 state
MN
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.
Timothy Meyer - Financial Advisor | TrueAdvisor