Steven George Meier

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2016 → 06/2024
  Securities America Inc
  La Vista, NE
• 07/2016 → 06/2024
  Securities America Advisors
  La Vista, NE
• 06/2024 → 08/2026
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → 08/2026
  Osaic Wealth, Inc.
  Jersey City, NJ
• 08/2026 → Present
  Lpl Financial, Llc
  Fort Mill, SC

Previous Registrations

• 2024-06-14 → 2026-08-14
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2016-07-07 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Omaha, NE
  La Vista, NE
• 2010-01-15 → 2016-07-07
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2014-06-10 → 2016-07-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Omaha, NE
• 2008-04-11 → 2009-07-08
  Thrivent Investment Management Inc.
  Omaha, NE
• 2007-07-20 → 2008-04-07
  Waddell & Reed
  Grand Island, NE

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-07-27
• S65 Uniform Investment Adviser Law Examination
  2007-07-18

Other Names

• Steven George Meier
• Steven George Meier
• Steve George Meier