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Claus Meyer

21 Years of Experience
Medina, OH
Broker

Claus Meyer is a registered investment advisor at Raymond James & Associates, INC., based in Medina, OH, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

784 Medina Rd., Suite 101, Medina, OH, 44256

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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

Claus is a committee member for Leadership of Medina County, a non-profit organization, since 2015. He spends minimal time reviewing finances and discussing budget projections.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2012 - Present · 13 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2012 - Present · 13 yrs 11 mos
Raymond James & Associates, INC.
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Edward Jones
January 2007 - June 2012 · 5 yrs 5 mos
Edward JonesBroker
March 2004 - June 2012 · 8 yrs 3 mos
State Registrations13 states
AZCACOFLINMANCNYOHPASCTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.