Kurt
Meyers

Fidelity Personal And Workplace Advisors

CRD#2623997
Investment Advisor
in Denver, CO

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About this Advisor

Kurt Meyers is a financial advisor based in Denver, Colorado, working with Fidelity Personal And Workplace Advisors. Kurt has previously held positions at TD Ameritrade, Fidelity Investments, Robinhood Markets, Inc, and Robinhood Financial. Kurt has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Kurt is part of Fidelity Personal And Workplace Advisors, which operates out of Denver, Colorado. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

101 University Blvd Suite 100 And 300
Denver, CO 80206-4631

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

CO Average: $16,012,751,954
Total Number of Employees

15,424

CO Average: 118
Total Number of Accounts

1,991,043

CO Average: 4,567
Average Account Size

$411,230

CO Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kurt Meyers Work History

2022 - Present (2 years)

Fidelity Investments

2022 - 2022 (< 1 year)

Robinhood Markets, Inc

2021 - 2022 (1 year)

Robinhood Financial

2007 - 2021 (14 years)

Td Ameritrade

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Disclosures

Please visit the SEC profile of Kurt Meyers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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