Kevin William Meyer
Investment adviser representative at Independent Advisor Alliance, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.2BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Independent Advisor Alliance, LLCOct 2018 to now
- LPL Financial LLCJan 2018 to now
- Sp Meyer & Co, LLCApr 2014 to now
- Various Insurance Carriers for W&r Insurance AgenciesMar 2012 to now
- Independent Financial PartnersJan 2018 to Oct 2018
- Temple Rental HomeJun 2015 to May 2018
- Waddell & Reed, IncMar 2012 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 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
- 5742557
- Firm CRD
- 168267