JM
John D. Meyer
MONARCH CAPITAL MANAGEMENT
FORT WAYNE, IN 46802
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CRD#: 2164267
JM
Professional summary
John David Meyer is a registered financial advisor currently at MONARCH CAPITAL MANAGEMENT INC located in Fort Wayne, Indiana.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 1 firm .
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 advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John David 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
April 6, 2000 - Present
MONARCH CAPITAL MANAGEMENT INC
Office #1: 127 West Berry Street Suite 402, Fort Wayne, IN 46802RIA
CRD#: 106244
FORT WAYNE, IN
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".
MC
MONARCH CAPITAL MANAGEMENT INC
MONARCH CAPITAL MANAGEMENT INC
CRD#: 106244 / SEC#: 801-46796
RIA
Registered Investment Advisory firm - (6/22/1994 Approved)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
Indiana(4/6/2000)
Exams
Current Firm
MC
MONARCH CAPITAL MANAGEMENT INC
MONARCH CAPITAL MANAGEMENT INC
CRD#: 106244 / SEC#: 801-46796
RIA
Registered Investment Advisory firm - (6/22/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
127 W Berry Street Suite 402, Fort Wayne, IN 46802
Mailing Address
Phone number
(260) 422-2765
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 365 |
| AUM (Assets Under Management) | $ 476,439,495 |
Red Flags
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