GM
GM

Gregg Mekler

45 Years of Experience
Edina, MN
Broker

Gregg Mekler is a registered investment advisor at Raymond James & Associates, INC., based in Edina, MN, with 45 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

3600 Minnesota Drive, Suite 790, Edina, MN, 55435

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2006 - Present · 19 yrs 10 mos
Raymond James & Associates, INC.
June 2006 - Present · 20 yrs 3 mos
Raymond James & Associates, INC.Broker
June 2006 - Present · 20 yrs 3 mos
Previous Registrations
Piper Jaffray & CO.Broker
July 1980 - July 2006 · 26 yrs
State Registrations32 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.
Gregg Mekler - Financial Advisor | TrueAdvisor