Inactive

Jared Richard Meyer

Red Granite Wealth Management

CRD 6305445

Claim This Profile

Employer firm

Red Granite Wealth Management CRD 330066

$12.1M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers

Red Granite Wealth Management

1034 S. 18Th Street Suite 105, Manitowoc, WI 54220 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-03-11

WI RA
APPROVED

Since 2024-03-11

Branch Locations

1034 S. 18Th Street Suite 105, Manitowoc, WI 54220 • 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

Organization	City	State	From	To
Access Investment Advisors, Inc.	Manitowoc	WI	01/2014	03/2024
Red Granite Wealth Management, Llc	Manitowoc	WI	02/2024	Present

01/2014 → 03/2024

Access Investment Advisors, Inc.

Manitowoc, WI
02/2024 → Present

Red Granite Wealth Management, Llc

Manitowoc, WI

Previous Registrations

2014-06-25 → 2024-03-12

Access Investment Advisors Inc

Manitowoc, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-06-25

S65 Uniform Investment Adviser Law Examination

2014-06-25

View on SEC IAPD

Nearby Firms

THRIVENT INVESTMENT MANAGEMENT INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

TIMOTHY CHARLES LUKASEK

David James Koch

GARY GRADEN KEESLING

Nearby Offices

THRIVENT INVESTMENT MANAGEMENT INC. · MANITOWOC, WI

AMERIPRISE FINANCIAL SERVICES, LLC · Manitowoc, WI

AMERIPRISE FINANCIAL SERVICES, LLC · MANITOWOC, WI

More in Manitowoc, WI

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor