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Grant Allan Meyer

GTS FINANCIAL, LLC·BLOOMINGTON, Minnesota
SIE, Series 7, Series 66CFPClean record12 years registeredGTS FINANCIAL, LLC
3800 AMERICAN BOULEVARD WEST, BLOOMINGTON, MN 55431CRD# 5545777Firm CRD# 310222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Grant Allan Meyer · BLOOMINGTON, MN
Registration
CRD #5545777 · GTS FINANCIAL, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

Jan 2021present
Jul 2017Feb 2021
BLOOMINGTON, MN
Nov 2013Jul 2017
BLOOMINGTON, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 20, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GTS FINANCIAL, LLC
CRD 310222 · SEC 801-129885
AUM
$112M
Regulatory assets under management
Employees
4
538 client accounts
Services offered by GTS FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Grant Allan Meyer offer?
Grant Allan Meyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Grant Allan Meyer's credentials?
Grant Allan Meyer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Grant Allan Meyer located?
Grant Allan Meyer is based in BLOOMINGTON, Minnesota, working with GTS FINANCIAL, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Grant Allan Meyer charge for services?
Grant Allan Meyer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GTS FINANCIAL, LLC?
GTS FINANCIAL, LLC has approximately 4 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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