Mark Allen Meier

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2004 → 04/2021
  Jsc Fcu
  Houston, TX
• 02/2012 → 04/2021
  Lpl
  Houston, TX
• 04/2021 → Present
  Ameriprise Financial Services, Llc
  Webster, TX

Previous Registrations

• 2012-02-14 → 2021-05-17
  Lpl Financial Llc
  Houston, TX
  Houston, TX
  San Diego, CA
  Deer Park, TX
  Houston, TX
• 2006-02-13 → 2012-02-16
  Cuna Brokerage Services, Inc.
  Houston, TX
  Houston, TX

Other Businesses

Outside Employment; DGW Worldwide LLC; Financial Advisor - Financial Advisor for clients of the practice; Manage advisory business; 711 W Bay Area Blvd Suite 400, , Webster, TX, 77598; Investment-Related; 04/16/2021; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-11
• S63 Uniform Securities Agent State Law Examination
  1998-07-01

Other Names

• Mark Meier