Unclaimed Profile

Richard Alan Meier

R. MEIER, INC.·FORT ATKINSON, Wisconsin

Series 65Clean record21 years registeredR. MEIER, INC.

202 S THIRD STREET W, FORT ATKINSON, WI 53538CRD# 4911645Firm CRD# 134035

Profile Verification

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

Identity

Richard Alan Meier · FORT ATKINSON, WI

Registration

CRD #4911645 · R. MEIER, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: R. MEIER, INC.

R. MEIER, INC.

Mar 2005 – Jun 2020

FORT ATKINSON, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 2, 2005

Years registered · 21

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 Richard Alan Meier offer?

Richard Alan Meier specializes in Investment Management, Fee-Only Advisory.

What are Richard Alan Meier's credentials?

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

Where is Richard Alan Meier located?

Richard Alan Meier is based in FORT ATKINSON, Wisconsin, last registered with R. MEIER, INC..

How does Richard Alan Meier charge for services?

Richard 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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