Winston Alan Meyer
Investment adviser representative at Family Investment Center
6 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$689.3MFirm 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
6 years in the industry.
- Family Investment CenterOct 2022 to now
- Invisor Financial LLCFeb 2022 to Oct 2022
- Carlson FinancialJun 2021 to Jan 2022
- Cornerstone FinancialJun 2020 to May 2021
- Aspyre Wealth PartnersAug 2019 to Mar 2020
- Kansas Farm BureauMar 2019 to Aug 2019
- Ironstone Wealth AdvisorsJun 2018 to Aug 2018
- Pizza HutOct 2016 to Jun 2019
- Kansas State UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Family Investment Center
Legal name: Family Investment Center, Inc.
$689.3MAssets managed
894Clients
12Advisers
21 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
- 6950203
- Firm CRD
- 113799