James C Meyer

Current Employers

Employment History

• 01/2011 → Present
  Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
  Sauk Centre, MN
• 01/2011 → 11/2024
  Financial Dimensions Group, Inc.
  Sauk Centre, MN

Previous Registrations

• 2013-12-19 → 2024-11-01
  Financial Dimensions Group, Inc.
  Sauk Centre, MN

Other Businesses

1. MEYER FINANCIAL, LLC. 616 SINCLAIR LEWIS AVE, SAUK CENTER, MN. PREPARE INCOME TAX RETURNS. OWNER. FEB 1-APRIL 15 ABOUT 30 HRS. SOME INVESTMENT CLIENTS ARE ALSO TAX CLIENTS. 2. KSKJ LIFE. INVESTMENT RELATED. SINCLAIR LEWIS AVE ADDR. FIXED ANNUITIES & LIFE INS. AGENT. START 04/01/10. 4-6 HPM. SALES & SERVICE. JOINT TRUSTEE WITH MY BROTHER MARK MEYER ON A PERSHING TRUST ACCOUNT FOR OUR MOTHER (PATRICIA MEYER). START 10-01-2001. 3-5 HPM. 3. OSAIC WEALTH, INC. -CORPORATE RIA, YES, NEW YORK, NY, RIA, JAN 2012, 10HRS/MONTH, 10HRS DT, SERVICE CLIENTS WITH ACCOUNTS IN AN RIA/INVESTMENT ADVISORY STATUS AT THE CORPORATE RIA LEVEL WITH OSAIC WEALTH, INC. 4.MEYER FINANCIAL, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 06/10/1996 ADDRESS: 616 Sinclair Lewis Avenue, Sauk Centre MN 56378, United States DESCRIPTION: I present, discuss, explain, sell and service fixed insurance products to people, mainly fixed annuities and life insurance. 5. MEYER FINANCIAL, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1993 ADDRESS: 616 Sinclair Lewis Avenue, Sauk Centre MN 56378, United States DESCRIPTION: I help prepare income taxes for people. No accounting or bookwork or payroll work. 6. TRUSTEE FOR VERNON MEYER TRUST POSITION: Joint Trustee NATURE: I am a co-Trustee with my brother Mark Meyer. This trust was established at the death of Vernon Meyer (my father) and the primary beneficiary is my mother, Patricia Meyer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2000 ADDRESS: 433 7TH ST NE, MELROSE MN 56352, United States DESCRIPTION: I serve as a joint trustee with my brother Mark Meyer. We review the investments in the trust account periodically and rebalance the funds when appropriate. The purpose of the trust account is to provide income to our mother in the range between 4% to 5% per year. Income payments are distributed monthly.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-12-09

Other Names

• Jim Meyer
• James Christopher Meyer
• James Christopher Meyer