Kelly
Meyer
Pfg Advisors
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About this Advisor
Kelly Meyer is a financial advisor based in Worthington, Minnesota, working with Pfg Advisors. Kelly has previously held positions at United Prairie Bank, Securities America, Inc, Securities America Advisors, Inc, Osaic Wealth, Inc, Pfg Advisors, LLC, and Usadvisors Wealth Management, LLC. Kelly has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Kelly is part of Pfg Advisors, which operates out of Worthington, Minnesota. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 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, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$2,333,278,575
115
11,752
$198,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kelly Meyer Work History
Osaic Wealth, Inc
Pfg Advisors, LLC
Securities America, Inc
United Prairie Bank
Securities America Advisors, Inc
Usadvisors Wealth Management, LLC
Disclosures
Please visit the SEC profile of Kelly Meyer 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 Pfg Advisors
Austin, TX
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Phoenix, AZ
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Eagle, ID
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Gilbert, AZ
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