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Norman Meyer

Vestech Asset Management INC.
27 Years of Experience
Wildwood, MO
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Norman Meyer is a registered investment advisor at Vestech Asset Management INC., based in Wildwood, MO, with 27 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 270 clients with $100M in assets under management.

Vestech Asset Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
270 clients
Average Client Portfolio
$370K average
Assets Under Management
$100.0M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.50%

Fees are negotiable for accounts over $1,000,000. The total amount of the fee a client pays will not exceed industry standards of excessive fees, which is 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Wildwood, MO

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History

Regulatory History (4)
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
July 2024
Pending
Customer Dispute
April 2013
Denied
Customer Dispute
May 2010
Settled
Customer Dispute
April 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Norman is an independent agent and owner of MFG LLC, selling traditional insurance products and dedicating about 10-20% of his time to it. He is also a member of GNM, LLC, Meyer Realty Group, and Meyer Financial Group, LLC, and a financial representative at Vestech Securities Inc., spending nearly full-time hours in this role.

Employment History
Current Registrations
Vestech Asset Management INC.
April 2018 - Present · 8 yrs 1 mo
Vestech Securities, INC.
June 2016 - Present · 9 yrs 11 mos
Vestech Securities, INC.Broker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Ni AdvisorsBroker
September 2021 - December 2025 · 4 yrs 3 mos
Cuttingedge Advisors
April 2017 - August 2018 · 1 yr 4 mos
Ibn Financial Services, INC.Broker
June 2016 - June 2021 · 5 yrs
Cuttingedge Advisors
July 2015 - December 2016 · 1 yr 5 mos
Oakbridge Financial ServicesBroker
May 2015 - May 2016 · 1 yr
Concorde Asset Management, LLC
April 2013 - July 2015 · 2 yrs 3 mos
Concorde Investment Services, LLCBroker
April 2011 - April 2015 · 4 yrs
Cuttingedge Advisors
January 2010 - December 2014 · 4 yrs 11 mos
Cuttingedge Advisors
February 2008 - December 2009 · 1 yr 10 mos
Silver Oak Securities, IncorporatedBroker
January 2008 - March 2011 · 3 yrs 2 mos
Questar Asset Management, INC.
January 2005 - January 2008 · 3 yrs
Questar Capital Corporation
September 2002 - December 2005 · 3 yrs 3 mos
Questar Capital CorporationBroker
May 2002 - January 2008 · 5 yrs 8 mos
Conseco Securities, INC.Broker
March 1999 - June 2002 · 3 yrs 3 mos
State Registrations3 states
ILMIMO
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.
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