Aaron Carl Meyer
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCNov 2025 to now
- Old National BankNov 2025 to now
- Bremer BankAug 2021 to Nov 2025
- Bremer InvestmentsAug 2021 to Nov 2025
- Raymond James Financial Services Advisors, Inc.Aug 2021 to Nov 2025
- Raymond James Financial Services, Inc.Aug 2021 to Nov 2025
- Thrivent FinancialOct 2020 to Aug 2021
- Thrivent Investment Management IncOct 2020 to Aug 2021
- Andy Oman State FarmFeb 2019 to Oct 2020
- University of Minnesota CrookstonSep 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (ND, TX).
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
- 7286297
- Firm CRD
- 6413