Timothy Kenneth Meyers

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2014 → Present
  Cashmere Valley Bank
  Wenatchee, WA
• 11/2015 → 06/2018
  Investment Professionals, Inc.
  San Antonio, TX
• 06/2018 → 01/2026
  Lpl Financial Llc
  Wenatchee, WA
• 01/2026 → Present
  Osaic Wealth, Inc.
  Wenatchee, WA

Previous Registrations

• 2018-07-06 → 2026-02-11
  Lpl Financial Llc
  Wenatchee, WA
  San Diego, CA
  Wenatchee, WA
  Cashmere, WA
  Wenatchee, WA
  Leavenworth, WA
  East Wenatchee, WA
  Wenatchee, WA
  Wenatchee, WA
  Cleelum, WA
  Ellensburg, WA
  Lake Chelan, WA
  Yakima, WA
  Yakima, WA
  Chelan, WA
  Leavenworth, WA
• 2015-11-23 → 2018-07-10
  Investment Professionals, Inc.
  San Antonio, TX
  San Antonio, TX
  Wenatchee, WA
  Kansas City, MO
  Downers Grove, IL
• 2014-09-11 → 2015-11-23
  Raymond James Financial Services Advisors, Inc
  Wenatchee, WA
• 2014-07-03 → 2014-09-05
  Osaic Services, Inc.
  Scottsdale, AZ
  Orondo, WA
• 1997-07-15 → 2014-01-03
  Cetera Advisors Llc
  Aurora, CO
  Orondo, WA

Other Businesses

1. MAKANI SANDS AOAO POSITION: HOA Board Member NATURE: LLC home owners association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2022 ADDRESS: 3765 Lower Honoapiilani Rd, Lahania HI 96761, United States DESCRIPTION: AOAO is what they call HOA's in Hawaii. I am a board member for our condo that we ow in Maui. Normal HOA board member duties. We help oversee the care and maintenance and rules of the building. 2. MAKANI SANDS LLC POSITION: Unit owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2021 ADDRESS: 3765 Lower Honoapiilani Rd, Lahania HI 96761, United States DESCRIPTION: We own a condo that we rent on a nightly basis. Most every owner in our 30 unit building collectively uses and on-site rental operation that charges each owner a percentage of the rental income to manage our units. The owners are the only LLC members. The LLC is a way to lower owners property management expense. Excess proceeds after expenses are prorated back to owners. 3. MEYERS WEALTH MANAGEMENT GROUP LLC POSITION: Agent/Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/20/2026 ADDRESS: 103 Palouse St, #5, Wenatchee WA 98801, United States DESCRIPTION: Agent writing fixed annuity business 4. MEYERS WEALTH MANAGEMENT GROUP LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/09/2026 ADDRESS: 103 Palouse St, #5, Wenatchee WA 98801, United States DESCRIPTION: All of our securities-based and advisory business that we do through Osaic.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-12
• S63 Uniform Securities Agent State Law Examination
  1993-09-29