Mark Alan Meier

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2005 → 06/2020
  R. Meier, Inc.
  Fort Atkinson, WI
• 02/2020 → 06/2026
  Advisory Services Network Llc
  Atlanta, GA
• 07/2026 → Present
  Beacon Pointe Advisors, Llc
  Fort Atkinson, WI

Previous Registrations

• 2020-02-06 → 2026-07-16
  Advisory Services Network
  Fort Atkinson, WI
  Atlanta, GA
• 2006-03-17 → 2020-06-22
  R. Meier, Inc.
  Fort Atkinson, WI
• 2003-05-05 → 2006-03-03
  Baker Tilly Investment Advisors
  Milwaukee, WI

Other Businesses

1) R. Meier, Inc.: owner, service corporation for business expenses since 2005. Not investment related; 0 hours per month or during trading. 2) Meier Holdings, LLC: member since 2010. LLC owns previous and current office buildings. Not investment related; 0 hours per month or during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-03-07

Designations

• Certified Financial Planner

Other Names

• Mark A Meier