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Griffin Meyers

23 Years of Experience
Renton, WA
Broker

Griffin Meyers is a registered investment advisor at Ameriprise Financial Services, LLC, based in Renton, WA, with 23 years of industry experience. Griffin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

126 Wells Ave S, Renton, WA, 98057

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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

Griffin owns a business at 126 Wells Ave S, Renton, WA, which is investment-related, but he spends no time on it. He also works for Trustpoint Enterprises at the same address, spending about a third of his time there.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
May 2014 - Present · 12 yrs
Ameriprise Financial Services, LLC
May 2014 - Present · 12 yrs
Ameriprise Financial Services, LLC
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Volt Wealth Management, LLC
March 2010 - August 2012 · 2 yrs 5 mos
Churchill Management Group
December 2004 - March 2006 · 1 yr 3 mos
TD Waterhouse Investor Services, INC.
January 2004 - September 2004 · 8 mos
TD Waterhouse Investor Services, INC.Broker
October 2003 - September 2004 · 11 mos
Charles Schwab & CO., INC.Broker
November 1997 - October 2003 · 5 yrs 11 mos
Liberty Financial Investments, INC.Broker
May 1997 - November 1997 · 6 mos
Colonial Investment Services, INC.Broker
January 1997 - May 1997 · 4 mos
Simmers Capital Management CorporationBroker
September 1996 - October 1996 · 1 mo
State Registrations1 state
WA
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.
Griffin Meyers - Financial Advisor | TrueAdvisor