MM
Mark E. Meyer
ALLIANT RETIREMENT CONSULTING
Alpharetta, GA 30009
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CRD#: 2052797
MM
Professional summary
Mark Erven Meyer is a registered financial advisor currently at ALLIANT RETIREMENT CONSULTING located in Alpharetta, Georgia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mark has worked at 5 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The name of the other business: Alliant Insurance Services, LLC Whether the business is investment-related: No The address of the other business: Same as registered location The nature of the other business: General insurance consulting Your position: First Vice President, Compliance Title, or relationship with the other business: Alliant Insurance wholly owns Alliant Retirement Services, and provides payroll, hr, and facilities. The start date of your relationship: 04/01/2012 The approximate number of hours/month you devote to the other business: 1 The number of hours you devote to the other business during securities trading hours: 1 And briefly describe your duties relating to the other business: Generally, work with Alliant Insurance only as it overlaps with RIA business.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Erven Meyer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 7, 2024 - Present
ALLIANT RETIREMENT CONSULTING
Office #1: 1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009RIA
CRD#: 167970
Alpharetta, GA
Past
July 7, 2010 - September 4, 2012
PERSIUM ADVISORS, LLC
RIA
CRD#: 128335
ATLANTA, GA
Past
May 21, 2007 - July 2, 2010
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
ATLANTA, GA
Past
January 26, 2007 - July 2, 2010
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ATLANTA, GA
Past
March 22, 2000 - October 28, 2002
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
March 14, 1996 - March 14, 2000
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AR
ALLIANT RETIREMENT CONSULTING
ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING
CRD#: 167970 / SEC#: 801-78240
RIA
Registered Investment Advisory firm - (7/9/2013 Approved)Alaska
Registered Investment Advisory firm - (2/20/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(10/7/2024)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AR
ALLIANT RETIREMENT CONSULTING
ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING
CRD#: 167970 / SEC#: 801-78240
RIA
Registered Investment Advisory firm - (7/9/2013 Approved)Alaska
Registered Investment Advisory firm - (2/20/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1125 Sanctuary Parkway Suite 300, Alpharetta, GA 30009
Mailing Address
Phone number
(713) 470-4208
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 156 |
| AUM (Assets Under Management) | $ 4,493,036,646 |
Red Flags
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