Unclaimed Profile

Shelby Lee Meyer

TD AMERITRADE INVESTMENT MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 7, Series 8, Series 24, Series 63, Series 66Clean record18 years registeredTD AMERITRADE INVESTMENT MANAGEMENT, LLC

200 SOUTH 108TH AVENUE, OMAHA, NE 68154CRD# 1946799Firm CRD# 111514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shelby Lee Meyer · OMAHA, NE

Registration

CRD #1946799 · TD AMERITRADE INVESTMENT MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

EDELMAN FINANCIAL ENGINES

Apr 2018 – present

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Jan 2011 – Apr 2018

Atlanta, GA

TD AMERITRADE, INC.

Dec 2007 – Apr 2018

ATLANTA, GA

WACHOVIA SECURITIES, LLC

Jul 2007 – Nov 2007

DECATUR, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Series 66

Registration record

First registered · July 27, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

CRD 111514 · SEC 801-55501

AUM

$15.8B

Regulatory assets under management

Employees

101,875 client accounts

Services offered by TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TD AMERITRADE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Shelby Lee Meyer offer?

Shelby Lee Meyer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Shelby Lee Meyer's credentials?

Shelby Lee Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shelby Lee Meyer located?

Shelby Lee Meyer is based in OMAHA, Nebraska, working with TD AMERITRADE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Shelby Lee Meyer charge for services?

Shelby Lee Meyer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TD AMERITRADE INVESTMENT MANAGEMENT, LLC?

TD AMERITRADE INVESTMENT MANAGEMENT, LLC has approximately 20 employees and manages $15.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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