Paul Joseph Meyer

Current Employers

Employment History

• 08/2005 → 01/2025
  Lincoln Financial Advisors Corporation
  Appleton, WI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Williamsburg, VA

Previous Registrations

• 2005-11-18 → 2025-01-24
  Osaic Fa, Inc.
  Appleton, WI
  Appleton, WI
  Williamsburg, VA

Other Businesses

1) PAUL MEYER 1010 S ONEIDA ST APPLETON, WI 54915 CATEGORY: LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: AGENT DUTIES: EXPLORE LIFE SETTLEMENT OPTIONS FOR CLIENTS START DATE: 8/11 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 2) 1010 BRIDGEVIEW LLC MENASHA, WI 54952 CATEGORY: LEGAL ENTITY/REAL ESTATE RENTAL INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY IN WHICH RENTAL PROPERTY IS OWNED AND OPERATED. START DATE: 07/27/2018 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 0 3) PAUL MEYER 1010 S. ONEIDA ST. APPLETON, WI 54915 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: HELP CLIENTS WITH COMMISSION-BASED GROUP BENEFITS AND DISABILITY INSURANCE START DATE: 4/24/2020 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 4) 1010 SUPPORT, LLC 1010 S. ONEIDA ST APPLETON, WI 54915 CATEGORY: LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: PAY THE BILLS ASSOCIATED WITH MY PRACTICE START DATE: 01/01/2024 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 5) 1010 BRIDGEVIEW LLC POSITION: Owner NATURE: This LLC owns 1 building that will be leased to the Appleton LFA/Sagemark planners. Bldg close date is 07/27/18. Move in date TBD, but anticipated no later than 10/01/18. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2018 ADDRESS: N7943 State Park Rd., Menasha WI 54952, United States DESCRIPTION: I will manage/maintain the building. 6) EQUITY INDEXED ANNUITIES / FIXED INDEXED ANNUITIES POSITION: Agent NATURE: Help planning clients with solutions and products that are suitable and fit their situation and objectives. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/15/2013 ADDRESS: 1010 S. Oneida St., Appleton WI 54915, United States DESCRIPTION: Help planning clients with solutions and products that are suitable and fit their situation and objectives. 7) NOTARY PUBLIC - PAUL J. MEYER POSITION: Other - notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/11/2011 ADDRESS: 1010 S. Oneida St., Appleton WI 54915, United States DESCRIPTION: notarize signatures 8) LI, DI, LTC, GROUP BENEFITS POSITION: Self NATURE: life insurance, disability, long term care insurance, and group benefits INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2005 ADDRESS: 1010 S. Oneida St., Appleton WI 54915, United States DESCRIPTION: Sell life insurance, disability and long term care products when Lincoln products do not apply 9) BSMG POSITION: agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/27/2025 ADDRESS: 500 S. Main St., Providence RI 02903, United States DESCRIPTION: I use BSMG when advocating for client's life insurance needs. 10) BUSINESS UNDERWRITER ASSOCIATES POSITION: agent NATURE: insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/27/2025 ADDRESS: 3600 Embassy Parkway, Suite 100, Akron OH 44333, United States DESCRIPTION: work as an advocate for my clients that require disability income insurance 11) SOAR FOX CITIES, INC. POSITION: Board Member NATURE: board member for non-profit agency. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 211 E. Franklin St., Suite A, Appleton WI 54911, United States DESCRIPTION: reasonable and customary activities associated with a board member of non-profit agency.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-15