Doralee Grace Meyer

Employer firm

Merino Wealth Management CRD 317535

$47.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2014 → 12/2016
  L'BRi
  Chicago, IL
• 06/2014 → 04/2017
  Associated Investment Services, Inc.
  Green Bay, WI
• 04/2017 → 06/2021
  Park Piedmont Advisors Llc
  Chicago, IL
• 05/2019 → 06/2021
  Park Piedmont Advisors Llc
  Chicago, IL
• 06/2021 → 11/2023
  Wellacre Global Wealth Advisors
  Santa Monica, CA
• 07/2021 → 06/2026
  Guided By Grace Llc
  Tempe, AZ
• 06/2026 → Present
  Merino Wealth Management
  Glenview, IL

Previous Registrations

• 2021-12-23 → 2023-11-01
  Wellacre Global Wealth Advisors
  Valparaiso, IN
  Santa Monica, CA
• 2019-05-20 → 2021-12-09
  Park Piedmont Advisors Llc
  Chicago, IL
• 2014-06-25 → 2017-04-10
  Associated Investment Services, Inc.
  Port Washington, WI
  Chicago, IL
• 2012-06-25 → 2014-06-18
  Woodbury Financial Services, Inc.
  West Bend, WI
• 2008-07-25 → 2010-09-16
  Mml Investors Services, Llc
  Madison, WI
  Campbell Sport, WI

Other Businesses

Emmaus Road LLC & E Kuehl Farmhouse LLC; Not Investment Related; 1301 Washington St, Valparaiso, IN 46383; Real Estate; Agent/Owner; 10 hrs/month; 0 hrs/month

Exams

• S66 Uniform Combined State Law Examination
  2008-07-15

Designations

• Certified Financial Planner

Other Names

• Doralee Grace Coehoorn
• Doralee Grace Meyer