Keith Richard Meyers

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Cannon Falls, MN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Cannon Falls, MN
• 07/2024 → Present
  Cannon Falls Diamond Club
  Cannon Falls, MN

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Cannon Falls, MN
  Rochester, MN
• 2014-02-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Rochester, MN
  Cannon Falls, MN

Other Businesses

1. ECONOMIC INITIATIVES OF CANNON FALLS POSITION: VP NATURE: Volunteer nonprofit board providing loans to local businesses INVESTMENT RELATED: No HOURS: 1 SECURITY TRADING HOURS: 1 START DATE: 06/01/2016 ADDRESS: 918 River Rd, Cannon Falls, MN 55009 DESCRIPTION: Supports financing initiatives for local business growth. 2. JOHN BURCH PARK SUPPORTERS POSITION: Secretary NATURE: Board supporting local baseball field INVESTMENT RELATED: No HOURS: 2 SECURITY TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 406 W Mill St, Cannon Falls, MN 55009 DESCRIPTION: Takes meeting notes, helps run camps, and participates in fundraising for field improvements. 3. RENTAL PROPERTY POSITION: Owner NATURE: Joint ownership with spouse INVESTMENT RELATED: No HOURS: 2 SECURITY TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 29749 Heather Ln, Cannon Falls, MN 55009 DESCRIPTION: Owns and leases commercial property. 4. KEITH MEYERS, INC POSITION: Owner/President NATURE: Insurance, securities, and tax DBA INVESTMENT RELATED: Yes HOURS: 200 SECURITY TRADING HOURS: 160 START DATE: 03/01/2007 ADDRESS: 108 4th St N, Cannon Falls, MN 55009 DESCRIPTION: Owner/operator providing CFP services, sales, and client service. 5.KEITH MEYERS, INC (CFP ROLE) POSITION: Owner/CFP NATURE: Securities DBA INVESTMENT RELATED: Yes HOURS: 180 SECURITY TRADING HOURS: 130 START DATE: 03/01/2007 ADDRESS: 108 4th St N, Cannon Falls, MN 55009 DESCRIPTION: Provides certified financial planning services. 6. CANNON FALLS BEARS POSITION: President/Player NATURE: Amateur baseball team leadership INVESTMENT RELATED: No HOURS: 48 SECURITY TRADING HOURS: 0 START DATE: 04/20/2004 ADDRESS: 100 N 7th St, Cannon Falls, MN 55009 DESCRIPTION: Plays on and helps manage team operations. 7. ADVANCED FINANCIAL CONSULTANTS POSITION: Chief Marketing Officer NATURE: Financial services agency INVESTMENT RELATED: Yes HOURS: 30 SECURITY TRADING HOURS: 30 START DATE: 03/01/2004 ADDRESS: 2770 Commerce Dr NW, Rochester, MN 55901 DESCRIPTION: Leads business development and supports advisor growth. 8. CANNON FALLS SCHOOL DISTRICT 252 POSITION: Assistant Coach NATURE: Coaching role INVESTMENT RELATED: No HOURS: 48 SECURITY TRADING HOURS: 0 START DATE: 03/14/2012 ADDRESS: 820 Minnesota St E, Cannon Falls, MN 55009 DESCRIPTION: Assists with coaching duties. 9. ADVANCED FINANCIAL THE MEYERS GROUP POSITION: Owner NATURE: Additional DBA for business INVESTMENT RELATED: Yes HOURS: 160 SECURITY TRADING HOURS: 160 START DATE: 07/01/2001 ADDRESS: 108 4th St N, Cannon Falls, MN 55009 DESCRIPTION: DBA used alongside Keith Meyers Inc during transition. 10. NOTARY POSITION: Notary NATURE: Notary services INVESTMENT RELATED: No HOURS: 1 SECURITY TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 108 N 4th St, Cannon Falls, MN 55009 DESCRIPTION: Provides notary services. 11. CANNON FALLS DIAMOND CLUB POSITION: Board Member NATURE: 501(c)(3) youth baseball organization INVESTMENT RELATED: No HOURS: 1 SECURITY TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 30229 Oak Ln, Cannon Falls, MN 55009 DESCRIPTION: Voting member assisting coaches and team operations. 12. COMMUNITY ADVISORY BOARD FIRST FARMERS & MERCHANTS BANK POSITION: Board Member NATURE: Community bank advisory board INVESTMENT RELATED: No HOURS: 1 SECURITY TRADING HOURS: 1 START DATE: 06/02/2026 ADDRESS: 920 4th St S, Cannon Falls, MN 55009 DESCRIPTION: Participates in discussions on community and bank initiatives.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-07-31

Designations