Winston
Meyer

Family Investment Center

CRD#6950203
Investment Advisor
in Saint Joseph, MO

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About this Advisor

Winston Meyer is a financial advisor based in Saint Joseph, Missouri, working with Family Investment Center. Winston has previously held positions at Aspyre Wealth Partners, Pizza Hut, Kansas Farm Bureau, Ironstone Wealth Advisors, Student, Spring Creek Golf Course, Kansas State University, Carlson Financial, Invisor Financial LLC, Family Investment Center, and Cornerstone Financial. Winston has passed the Series 65 regulatory exam and is registered to provide services in Kansas, Missouri, and Texas. Currently, Winston is part of Family Investment Center, which operates out of Saint Joseph, Missouri. The firm has 2 offices and 16 employees. The firm manages assets totaling $515.7 million 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, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Family Investment Center includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3805 Beck Road
Saint Joseph, MO 64506

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Family Investment Center Brokerage Details

Total Assets Under Management

$515,700,484

MO Average: $11,469,110,461
Total Number of Employees

16

MO Average: 458
Total Number of Accounts

1,918

MO Average: 33,415
Average Account Size

$268,874

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Winston Meyer Work History

2022 - Present (2 years)

Family Investment Center

2022 - Present (2 years)

Family Investment Center

2022 - 2022 (< 1 year)

Invisor Financial LLC

2021 - 2022 (1 year)

Carlson Financial

2020 - 2021 (1 year)

Cornerstone Financial

2019 - 2020 (1 year)

Aspyre Wealth Partners

2019 - 2019 (< 1 year)

Kansas Farm Bureau

2018 - 2018 (< 1 year)

Ironstone Wealth Advisors

2016 - 2019 (3 years)

Pizza Hut

2016 - 2020 (4 years)

Kansas State University

2013 - 2016 (3 years)

Spring Creek Golf Course

2010 - 2016 (6 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Winston 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 Family Investment Center

Richard Salmen
Lenexa, KS
Tanner Garrett
Lenexa, KS
Christine Danford
Saint Joseph, MO
Samuel Harrison
Gilbert, AZ
Sidney Davis
Saint Joseph, MO
Nathan Goodman
Lenexa, KS
Winston Meyer
Saint Joseph, MO
Taren Mcmurray
Lenexa, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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