Robert Lee Meyer

Business Ownership; Creative Collaberation LLC; Managing Director; other, used to manage practice expenses, taxes and staff; 5700 W 112th St, Ste 130, , Overland Park, KS, 66211; Not Investment-Related; 02/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / RLM Operations LLC; Owner; Manage Ameriprise Business; 11910 S Barth Rd, , Olather, KS, 66061; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Kansas Wesleyan University Board of Trustees; Trustee; 100 E Claflin Ave. , , Salina, KS, 67401; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Creative Collaberation; Owner/Financial Advisor - This is compensation paid to me for providing client service support, analysis and recommendations as it relates to Financial planning and Managed Accounts. This work includes: directing staff duties on a day to day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/calls from clients and ensuring key compliance expectations are being met.; ; 5700 W. 112th St., Suite 130, , Overland Park, KS, 66211; Investment-Related; 02/01/2020; 60 hours per month; 60 during trading hours.