BM
BM

Bryon Meyer

24 Years of Experience
Sioux Falls, SD
6 DisclosuresBroker

Bryon Meyer is a registered investment advisor at LPL Financial LLC, based in Sioux Falls, SD, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1601 E 69th St Ste 204, Sioux Falls, SD, 57108

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History

Regulatory History (6)
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.
Regulatory
September 2011
Final
Customer Dispute
April 2011
Denied
Employment Separation After Allegations
February 2011
Civil Bond
February 2011
Customer Dispute
July 2006
Settled
Customer Dispute
August 2004
Denied
Other Business Activities

Bryon operates Meyer Financial Services as a DBA for his LPL business, dedicating nearly all of his time to it. He also owns Meyers Bakery Co DBA Nothing Bundt Cakes, a retail bakery, spending about 10% of his time on this non-investment related activity.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Gradient Wealth Management
August 2015 - September 2021 · 6 yrs 1 mo
Gradient Securities, LLCBroker
August 2015 - September 2021 · 6 yrs 1 mo
Fintegra, LLC
October 2014 - August 2015 · 10 mos
Fintegra, LLCBroker
October 2013 - August 2015 · 1 yr 10 mos
First Command Financial Planning, INC.
April 2013 - October 2013 · 6 mos
First Command Financial Planning, INC.Broker
May 2012 - October 2013 · 1 yr 5 mos
Thrivent Investment Management INC.Broker
August 2000 - February 2011 · 10 yrs 6 mos
State Registrations6 states
COMNNCNDSDWV
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.