Aaron Meyer is a registered investment advisor at LPL Financial LLC, based in Grand Forks, ND, with 5 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3100 Columbia Road South, Grand Forks, ND, 58201
Get directionsHistory
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 Activities
Aaron works as a financial advisor for both Bremer Bank and Bremer Investments since August 2021. These roles are investment-related and take about half of Aaron's time each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations11 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
More Advisors
- Michael Elsberry, CFPLPL Financial LLC
- Jay PanzerLPL Financial LLC
- Michael BindasLPL Financial LLC
- Brian Thompson, CFPLPL Financial LLC
- Joey Miedema, ChFCMorgan Stanley
- Brian Emerson, CFP, ChFCEdward Jones