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Greg Thomas Meinhardt

FINANCIAL SERVICES INTERNATIONAL CORP.·SEATTLE, Washington
FINANCIAL SERVICES INTERNATIONAL CORP.
701 FIFTH AVENUE, SEATTLE, WA 98104CRD# 1663427Firm CRD# 37813

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Greg Thomas Meinhardt · SEATTLE, WA
Registration
CRD #1663427 · FINANCIAL SERVICES INTERNATIONAL CORP.
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Greg Thomas Meinhardt is a registered financial advisor based in SEATTLE, Washington, affiliated with FINANCIAL SERVICES INTERNATIONAL CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL SERVICES INTERNATIONAL CORP.
FSIC
AUM
$204M
Regulatory assets under management
Employees
35
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1663427
Firm CRD# 37813
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Greg Thomas Meinhardt offer?
Greg Thomas Meinhardt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Greg Thomas Meinhardt's credentials?
Greg Thomas Meinhardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Greg Thomas Meinhardt located?
Greg Thomas Meinhardt is based in SEATTLE, Washington, working with FINANCIAL SERVICES INTERNATIONAL CORP.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Greg Thomas Meinhardt charge for services?
Greg Thomas Meinhardt'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 FINANCIAL SERVICES INTERNATIONAL CORP.?
FINANCIAL SERVICES INTERNATIONAL CORP. has approximately 35 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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