Vinita Marie Meizler

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

• 07/2021 → 01/2025
  The Maries County Bank
  St. Robert, MO
• 04/2019 → 07/2021
  The Bank Of Missouri
  St. Robert, MO
• 11/2018 → 04/2019
  Collateral Specialists
  St. Robert, MO
• 04/2013 → 11/2018
  The Bank Of Missouri (Formerly Mid America Bank And Trust Co)
  St. Robert, MO
• 01/2025 → Present
  Fox Financial Group - Dba For Lpl Business
  Chesterfield, MO
• 01/2025 → Present
  Lpl Financial Llc
  Chesterfield, MO

Other Businesses

1) 01/16/2025 - Fox Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 01/16/2025 - Notary - State of MO - Inv Rel - Start: 08/2021 3) 01/16/2025 - Self Employed - Farm/Ranch - Sale of beef cattle - Non-Inv Rel - Waynesville, MO - Start: 01/2013 - 20 Hr/Mth 4) 07/01/2026 - Independent Insurance Agent - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/01/2025 - 5 hours per month/ 2 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-18

Other Names

• Vinita Foote
• Vinita Lumpkin
• Vinita Marie Foote