Sydney Rae Meyer

Employer firm

Ais Planning CRD 148821

$591M regulatory AUM 105 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2018 → 11/2018
  Edward Jones
  Saint Cloud, MN
• 06/2008 → 05/2018
  Engebretson Farms
  Starbuck, MN
• 06/2015 → 06/2018
  Northwestern Mutual
  Saint Cloud, MN
• 11/2018 → 01/2019
  Unemployed
  Oak Park, MN
• 01/2019 → 08/2021
  Dan Anderson - State Farm
  St. Cloud, MN
• 08/2021 → 02/2022
  Five Star Financial
  Foley, MN
• 04/2021 → 02/2022
  Sagepoint Financial, Inc.
  Foley, MN
• 02/2022 → Present
  Ais Planning
  St. Cloud, MN

Other Businesses

1.) Independent Insurance Agent; Investment Related; St. Cloud, MN; Start Date 12/2015; LOA In Accident & Health, Property & Casualty, and Life; Approximately 4 hours /month

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-25
• S63 Uniform Securities Agent State Law Examination
  2021-10-08

Other Names

• Sydney Engebretson
• Sydney Rae Engebretson