Best Investors Account Sign in
Inactive

Richard Scott Wimmer

Meredith Wealth Planning

Maryville, IL

Claim This Profile
Current Employers
Meredith Wealth Planning

6300 East Main Street, Maryville, IL 62062 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-07
IL RA APPROVED 2022-11-08
  • FL RA
    APPROVED
    Since 2024-02-07
  • IL RA
    APPROVED
    Since 2022-11-08

Branch Locations

6300 East Main Street, Maryville, IL 62062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buckingham Strategic Wealth Clayton MO 11/2017 07/2018
Wells Fargo Bank Na Austin TX 11/2014 10/2017
Silicon Hills Wealth Management, Llc Austin TX 05/2021 10/2022
Matter Family Office St. Louis MO 02/2019 04/2021
Self Employed St. Louis MO 08/2018 01/2019
Meredith Wealth Planning Maryville IL 11/2022 Present
  • 11/2017 → 07/2018
    Buckingham Strategic Wealth
    Clayton, MO
  • 11/2014 → 10/2017
    Wells Fargo Bank Na
    Austin, TX
  • 05/2021 → 10/2022
    Silicon Hills Wealth Management, Llc
    Austin, TX
  • 02/2019 → 04/2021
    Matter Family Office
    St. Louis, MO
  • 08/2018 → 01/2019
    Self Employed
    St. Louis, MO
  • 11/2022 → Present
    Meredith Wealth Planning
    Maryville, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-26
  • S66 Uniform Combined State Law Examination
    2011-07-26
Designations
Other Names
  • Scott Wimmer
  • Richard Scott Wimmer
  • Richard Scott Wimmer

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
SAINT LOUIS INVESTMENT ADVISORS INC
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
VISIONARY WEALTH ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

THOMAS EDWARD CHOUINARD
MARK THOMAS MEREDITH
CHRISTOPHER JOHN DYKSTRA
Amy Catherine Godar
Logan M Mann
Christopher Andrew Rydgig
Rose Marie Fisher
Robert L Simpson

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Maryville, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Maryville, IL
EDWARD JONES · MARYVILLE, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Maryville, IL
EDWARD JONES · MARYVILLE, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Collinsville, IL
SAINT LOUIS INVESTMENT ADVISORS INC · COLLINSVILLE, IL
U.S. BANCORP ADVISORS, LLC · Collinsville, IL

More in Maryville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor