MEYER FINANCIAL SERVICES, INC.
CRD #174457 SEC #801-119195 NAPERVILLE, IL 630-896-7770
SEC Registered
Total AUM
$118.6M
Discretionary
$77.9M
Employees
3
Clients
0
Accounts
407
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, CRAIG, CHRISTOPHER | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, CRAIG, CHRISTOPHER | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, CRAIG, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, CRAIG, CHRISTOPHER | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERSON, CRAIG, CHRISTOPHER | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERSON, CRAIG, CHRISTOPHER | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| MEYER, JOHN, WILLIAM | I | PRESIDENT | D | Control |
| MEYER, JOHN, WILLIAM | I | PRESIDENT | D | Control |
| MEYER, JOHN, WILLIAM | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 24, 2023 REGISTERED
Notice Filings (3)
FL IL TX
Address
2020 CALAMOS COURTSUITE 200
NAPERVILLE, IL 60563
United States
Phone: 630-896-7770