LM
LM

Landon Meyers

14 Years of Experience
Fort Wayne, IN
Broker

Landon Meyers is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Fort Wayne, IN, with 14 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

7030 Pointe Inverness Way, Suite 310, Fort Wayne, IN, 46804

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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

Landon has ownership stakes in two real estate companies, Davethon, LLC and Jan & Dean Enterprises, LLC. He also works as a hockey recruiter for Butler University and a head coach for the Fort Wayne Amateur Hockey Association, dedicating a few hours per week and nearly full-time hours respectively.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
October 2019 - Present · 6 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
February 2018 - January 2019 · 11 mos
Cetera Investment Services LLCBroker
February 2018 - January 2019 · 11 mos
Edward Jones
May 2011 - February 2018 · 6 yrs 9 mos
Edward JonesBroker
February 2011 - February 2018 · 7 yrs
State Registrations40 states
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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.