Reid Meyer is a CFP-designated registered investment advisor, based in Minnetonka, MN, with 8 years of industry experience. Reid is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10261 Yellow Circle Dr, Minnetonka, MN, 55330
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Reid is an agent/broker for Fortune Financial LLC, North Star Consultants & North Star Brokerage, and P&C Sales. He dedicates minimal time to Fortune Financial LLC, a few hours per week to North Star Consultants & North Star Brokerage, and a few hours per week to P&C Sales, selling fixed insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations13 states
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
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