Unclaimed Profile

Mark Alan Meier

R. MEIER, INC.·FORT ATKINSON, Wisconsin

Series 7, Series 63Clean record23 years registeredR. MEIER, INC.

202 S THIRD STREET W, FORT ATKINSON, WI 53538CRD# 4661202Firm CRD# 134035

Profile Verification

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

Identity

Mark Alan Meier · FORT ATKINSON, WI

Registration

CRD #4661202 · R. MEIER, INC. · 23 years registered

Brand Profile

Not yet started

Career History

ADVISORY SERVICES NETWORK

Feb 2020 – present

R. MEIER, INC.

Mar 2006 – Jun 2020

FORT ATKINSON, WI

VIRCHOW KRAUSE WEALTH MANAGEMENT LLC

May 2003 – Mar 2006

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 5, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

R. MEIER, INC.

CRD 134035 · SEC 801-67754

AUM

$44M

Regulatory assets under management

Employees

349 client accounts

Services offered by R. MEIER, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at R. MEIER, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Alan Meier offer?

Mark Alan Meier specializes in Investment Management, Fee-Only Advisory. Contact their office in FORT ATKINSON, Wisconsin for a consultation.

What are Mark Alan Meier's credentials?

Mark Alan Meier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Alan Meier located?

Mark Alan Meier is based in FORT ATKINSON, Wisconsin, working with R. MEIER, INC.. Their office serves clients in the FORT ATKINSON metropolitan area and surrounding communities.

How does Mark Alan Meier charge for services?

Mark Alan Meier'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 R. MEIER, INC.?

R. MEIER, INC. has approximately 1 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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