Anthony Meyer
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Institutions, Inc.Mar 2023 to now
- AlerusFeb 2023 to now
- Infinex Investments, incFeb 2023 to now
- Northwestern Mutual Wealth Management CompanyMar 2021 to Dec 2022
- Northwestern Mutual Investment Services LLCDec 2020 to Dec 2022
- Northwestern Mutual Life Insurance CompanyDec 2020 to Dec 2022
- Edgewood HealthcareSep 2019 to Dec 2020
- LowesJan 2019 to Sep 2019
- AflacDec 2017 to Jan 2019
- State FarmJun 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (ND).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 6650379
- Firm CRD
- 35371