Brett
Myer

Eide Bailly Advisors, LLC

CRD#5351087
Investment Advisor
in Las Vegas, NV

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About this Advisor

Brett Myer is a chartered financial analyst based in Las Vegas, Nevada. Myer is an employee of Eide Bailly Advisors, LLC. During their career, Myer has held roles at The Investment Counsel Company, Eide Bailly Financial Services and Eide Bailly Advisors, LLC. Myer holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Nevada and North Dakota. Eide Bailly Advisors, LLC is a company that has its headquarters in Fargo, ND. The firm has offices in nine locations and a total of 16 advisors. It controls $1 billion in total assets across its 2,361 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,361 client accounts, 35% belong to high-net-worth investors who have greater than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely depend on the type of services offered. However, fee types billed by Eide Bailly Advisors, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9139 W. Russell Rd., Ste. 200
Las Vegas, NV 89148-1250

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Eide Bailly Advisors, LLC Brokerage Details

Total Assets Under Management

$1,226,838,951

NV Average: $301,464,358
Total Number of Employees

16

NV Average: 16
Total Number of Accounts

2,361

NV Average: 774
Average Account Size

$519,627

NV Average: $389,489

Investment Advisory Services

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

Brett Myer Work History

Brett has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Eide Bailly Financial Services

2023 - Present (1 year)

Eide Bailly Advisors, LLC

2007 - 2023 (16 years)

The Investment Counsel Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brett Myer 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 Eide Bailly Advisors, LLC

June Lonnquist
Mankato, MN
Austin Fields
Orem, UT
Ryan Spaude
Fargo, ND
Alphe Springer
Walnut Creek, CA
Matthew Cawley
Denver, CO
Jenna Johnson
Fargo, ND
Kenneth Dupre
Minneapolis, MN
Ryan Weigel
Aberdeen, SD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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