Derrick Michael Meier
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Johnson Financial GroupJul 2022 to now
- LPL Financial LLCJul 2022 to now
- U.S. Bancorp Investments, Inc.Apr 2018 to Jul 2022
- U.S. BankApr 2018 to Jul 2022
- Thrivent FinancialFeb 2016 to Feb 2018
- Thrivent Investment Management IncSep 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5682336
- Firm CRD
- 6413