David Meyer
David Meyer is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2010Other Business ActivitiesSells Insurance
David is involved in several organizations, including NE Partnership for Philanthropic Planning, Omaha Rotary Night Club, Assure Womens Center, Centersphere, Charitable Gift Planners of NE, NAIFA, CBMC Business Forum, and Sentio Executives LLC. He also appears to be a general agent for Legal Shield insurance products, dedicating minimal time to investment-related activities within that role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Qa3 Financial CORP.Broker
Orizon Investment Counsel LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations1 state
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.