Brian Patrick Meyer

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Overland Park, KS
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Overland Park, KS

Other Businesses

Business Ownership; BPM Operations llc; Owner; Manage Ameriprise Business; 10366 South Oakcrest Lane, , Olathe, KS, 66061; Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours / Creative Collaboration LLC; Managing Director; Manage Ameriprise Business; 5700 West 112th Ste. 130, , Overland Park, KS, 66211; Investment-Related; 02/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Creative Collaboration; Owner/Financial Advisor - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to Financial planning and Managed Accounts. This work includes: directing staff duties on a day to day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/calls from clients and ensuring key compliance expectations are being met.; ; 5700 West 112th Street, Ste. 130, , Overland Park, KS, 66213; Investment-Related; 02/01/2020; 60 hours per month; 60 during trading hours / BPM Operations llc; Owner; Manage advisory business; 10366 South Oakcrest Lane, , Olathe, KS, 66061; Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-09-29

Other Names

• Brian Meyer