MM
Michael C. Meixler
MEIXLER INVESTMENT MANAGEMENT, LTD.
SHOW LOW, AZ 85901
Some features on this profile are disabled
CRD#: 2315506
MM
Professional summary
Michael Charles Meixler is a registered financial advisor currently at MEIXLER INVESTMENT MANAGEMENT, LTD. located in Show Low, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 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.
JMK PROPERTIES LLC; NON INVESTMENT RELATED; AZ; REAL ESTATE; O HRS DURING TRADING; PARTNER W/ 3RD PARTY INTEREST;
HAY HALLOW FARMS; NON INVESTMENT RELATED; HAY HOLLOW, AZ; ALFALFA FARM; OWNER; SEASONAL FARMING ACTIVITIES; 0 HRS DURING TRADING.
TRUSTEE FOR BROTHER'S TRUST; INVESTMENT RELATED; SHOW LOW, AZ; START DATE 2006; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING. -
SHIRE HILLS LLC; INVESTMENT REAL ESTATE; SHOW LOW, AZ; LLC FOR REAL ESTATE HOLDINGS; 100% OWNERSHIP; START DATE = 03/08/2013; MINIMAL TIME SPENT; NOT DURING TRADING HOURS.
Mr Meixler engages in farming activities on the Meixler Family Farm-a grass fed beef cattle ranch he spends approximately 20 hrs a month in this capacity, none of which occurs during market hours. In addition, Meixler Family farms is developing a land project converting land to small family farms and charitable community gardens as well as farmers markets and sales venues for small family farms. Meixler spends approximately 15 hrs a month on these projects usually on weekends.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Charles Meixler'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
November 7, 2013 - Present
MEIXLER INVESTMENT MANAGEMENT, LTD.
Office #1: 4451 S. White Mountain Road Suite A, Show Low, AZ 85901RIA
CRD#: 168223
SHOW LOW, AZ
Past
March 14, 2005 - December 5, 2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
SHOW LOW, AZ
Past
May 30, 2003 - December 5, 2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
SHOW LOW, AZ
Past
September 14, 1993 - June 2, 2003
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
MI
MEIXLER INVESTMENT MANAGEMENT, LTD.
MEIXLER INVESTMENT MANAGEMENT, LLC | MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD#: 168223 / SEC#: 801-78675
RIA
Registered Investment Advisory firm - (10/23/2013 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
Arizona(11/7/2013)
IAR
California(3/17/2015)
IAR
Louisiana(3/28/2023)
IAR
Texas(3/23/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
MI
MEIXLER INVESTMENT MANAGEMENT, LTD.
MEIXLER INVESTMENT MANAGEMENT, LLC | MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD#: 168223 / SEC#: 801-78675
RIA
Registered Investment Advisory firm - (10/23/2013 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4451 S. White Mountain Road Suite A, Show Low, AZ 85901
Mailing Address
Phone number
(928) 537-8700
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 885 |
| AUM (Assets Under Management) | $ 189,656,766 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD#: 168223Show Low, AZ 85901TRUST BUT VERIFY
Monitor Michael Meixler
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
