Timothy Edward Meyer

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 05/2020
  Virtue Capital Management, Llc
  Brentwood, TN
• 05/2001 → Present
  Self Employed
  Folsom, CA
• 05/2020 → 04/2023
  Fusion Capital Management
  Dallas, TX
• 04/2023 → 06/2023
  Redwood Private Wealth, Llc
  Folsom, CA
• 08/2020 → Present
  Engineered Financial Solutions
  Folsom, CA
• 06/2023 → Present
  Advisor Share Wealth Management Llc
  Vancouver, WA

Previous Registrations

• 2023-04-14 → 2023-06-09
  Redwood Private Wealth
  Phoenix, AZ
  Folsom, CA
• 2020-05-19 → 2023-04-11
  Coppell Advisory Solutions Llc
  Folsom, CA
• 2019-11-04 → 2020-04-22
  Virtue Capital Management, Llc
  Reno, NV
  Folsom, CA
  Folsom, CA
  Brentwood, TN
• 2008-01-07 → 2009-09-17
  Investment Advisors International, Inc.
  El Dorado Hills, CA
  Johns Creek, GA
  Fairfield, CA
• 2002-04-01 → 2007-11-09
  Waddell & Reed
  Sacramento, CA
  Sacramento, CA

Other Businesses

1. Licensed Insurance Producer: Investment Related; 301 Natoma Street, Suite 106, Folsom CA 95630; Life, Health & Fixed Insurance Products start date: 08/2020; Hours Per Month: 40; Hours During Trading: 20

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-01
• S66 Uniform Combined State Law Examination
  2002-03-27