Brant Lawrence Meyer

Current Employers

Employment History

• 03/2023 → Present
  Principal Life Insurance Company
  Wausau, WI
• 10/2019 → Present
  Principal Securities Inc
  Wausau, WI
• 04/2016 → 10/2019
  Acadia Pharmaceuticals Inc
  San Diego, CA
• 03/2020 → 03/2023
  True North Advisors Of Wi
  Wausau, WI
• 03/2023 → Present
  Northwoods Financial Strategies
  Wausau, WI
• 01/2026 → Present
  Union Financial, Inc.
  Wausau, WI

Other Businesses

**Fixed Insurance; Investment Related; WAUWATOSA, WI; Agent; Life, Annuities, LTC, DI; Start Date: 03/16/2020; 5 hrs per month; 5 during trading hours. **Fixed Insurance; Investment Related; De Pere, WI; Agent; Health, Medicare, Medicare Supplement; Start Date: 01/01/2021; 10 hrs per month; 10 during trading hours. **UNION FINANCIAL, INC. (DBA) POSITION: Financial Advisor NATURE: Financial Strategies Needs Analysis, Life Insurance and Annuities, Group/Health Insurance, Educational Workshops INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/11/2026 ADDRESS: 210 McClellan St, Suite 300, Wausau WI 54403, United States DESCRIPTION: My role will be to help members of IBEW Local 2150 with their group benefits and investments. Provide financial advice where appropriate and develop retirement strategies. **TRUE NORTH ADVISORS OF WISCONSIN LLC POSITION: Owner-sole proprietor NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2020 ADDRESS: 232682 Pond Crest Rd, Wausau WI 54403, United States DESCRIPTION: This LLC is how I file my taxes for my relationship with Principal and JSA (our fixed insurance-healthcare) broker.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-25