LM
Laif E. Meidell
AMERICAN WEALTH MANAGEMENT
RENO, NV 89511
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CRD#: 2627107
LM
Professional summary
Laif Erik Meidell, AIF® is a registered financial advisor currently at AMERICAN WEALTH MANAGEMENT located in Reno, Nevada and M. S. HOWELLS & CO. located in Reno, Nevada.
Laif is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Laif has worked at 7 firms and has passed the Series 65, Series 63, SIE 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.
1)JUNE 2008; AMERICAN WEALTH MANAGEMENT; RENO, NV; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; OWNER, PRESIDENT; CONDUCT DAILY QUANTITATIVE RESEARCH, CCO, PORTFOLIO MANAGER; DEVOTE 160 HOURS PER MONTH; 140 HOURS PER MONTH ARE DURING MARKET HOURS. 2) MARCH 2011; LIFE AND HEALTH INSURANCE; RENO, NV; INVESTMENT RELATED; AGENT; INSURANCE SALES; DEVOTE 2 HRS/MO, 2 HRS DURING MARKET HOURS. 3) MODEL STRATEGIST PROGRAM; INVESTMENT RELATED- Yes; 570 Hammill Ln Reno, NV 89511; Nature- RIA; Position/Title- PRESIDENT; April 2015; 5 hrs per month, 0 during market hours; Description- AWM PROVIDES WEEKLY INVESTMENT SIGNALS TO OUTSIDE REGISTERED INVESTMENT ADVISORs 4) FEB. 2018; NEVADA AREA COUNCIL BOY SCOUTS OF AMERICA; RENO, NV; NON-INVESTMENT RELATED; YOUTH PROGRAM; COUNCIL PRESIDENT; CONDUCT AFFAIRS OF THE BSA AND WORKS WITH VOLUNTEERS, LEADERSHIP TO EMPLOYMENT AND EVALUATION OF COUNCIL EXECUTIVE; DEVOTE 10 HOURS PER MONTH; 0 HOURS DURING MARKET HOURS 5) FEB 2018; TRONDHEIM MANAGEMENT, LLC; INVESTMENT RELATED- Yes; 560 Hammill Ln. Reno, NV 89511; Nature- HOLDING COMPANY FOR COMMERCIAL PROPERTY; Position/Title- OWNER/MEMBER; Start Date- Feb 2018; DEVOTE 1 HRS/MO, 0 DURING MARKET HOURS. 6) MARCH 2018; TRONDHEIM MANAGEMENT II, LLC; INVESTMENT RELATED- yes; 550 Hammill Ln Reno, NV 89511; Nature- COMMERCIAL REAL ESTATE HOLDING COMPANY; Position/ Title- OWNER/MEMBER; Start Date- March 2018; DEVOTE 1 HRS/MO, 0 DURING MARKET HOURS 7) LAIF E & CARA MEIDELL TTEES LAIF E & CARA MEIDELL REV TR DTD 3/2/07, RENO, NV; INVESTMENT RELATED; INVESTMENT PROPERTIES; OWNER MEMBER; DEVOTE 1 HR/MONTH DURING NON MARKET HOURS. 8) Renown Health Foundation; Investment-related- No; 245 E Liberty St #400 Reno, NV 89501; Nature- Assist in educational activities that provide financial support to Renown Regional Medical Center, a non-profit hospital; Position/Title- Board Member; Start date- 3.1.23; Approximately 0.5 hours per month 0 zero during trading hours; Description- Help educate the community on the services, benefits, and needs of the Renown Medical Center
CRS (Client Relationship Summary) - RIA
Click below to view Laif Erik Meidell'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®
Experience
Current
September 4, 2008 - Present
AMERICAN WEALTH MANAGEMENT
Office #1: 570 Hammill Lane, Reno, NV 89511RIA
CRD#: 122205
RENO, NV
Current
August 24, 2016 - Present
M. S. HOWELLS & CO.
Office #1: 570 Hammill Lane, Reno, NV 89511BD
CRD#: 104100
Reno, NV
Past
March 1, 2011 - August 23, 2016
FOOTHILL SECURITIES, INC.
BD
CRD#: 1027
RENO, NV
Past
September 25, 2009 - December 8, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
RENO, NV
Past
September 8, 2009 - March 9, 2011
LPL FINANCIAL LLC
BD
CRD#: 6413
RENO, NV
Past
May 12, 2004 - July 13, 2004
AMERICAN WEALTH MANAGEMENT
RIA
CRD#: 122205
RENO, NV
Past
January 4, 2002 - October 13, 2009
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
RIA
CRD#: 104790
RENO, NV
Past
March 4, 1998 - December 31, 2002
AMERICAN WEALTH MANAGEMENT
RIA
CRD#: 122205
RENO, NV
Past
April 2, 1997 - June 5, 2002
ASSOCIATED PLANNERS SECURITIES CORPORATION OF NEVADA, INC.
BD
CRD#: 30200
RENO, NV
Past
June 30, 1995 - September 8, 2009
ASSOCIATED SECURITIES CORP.
BD
CRD#: 12969
RENO, NV
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".
AW
AMERICAN WEALTH MANAGEMENT
AMERICAN RETIREMENT PLANNERS | AMERICAN WEALTH MANAGEMENT | AMERICAN RETIREMENT PLANNERS, INC. | AMERICAN RETIREMENT PLANNERS II, INC.
CRD#: 122205 / SEC#: 801-70453
RIA
Registered Investment Advisory firm - (7/29/2009 Approved)California
Registered Investment Advisory firm - (8/31/2009 Terminated)Nevada
Registered Investment Advisory firm - (8/27/2009 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(9/17/2009)
RR
Arizona(8/24/2016)
IAR
California(6/25/2009)
RR
California(8/24/2016)
IAR
Colorado(4/8/2010)
RR
Colorado(8/24/2016)
RR
Florida(8/24/2016)
RR
Georgia(8/24/2016)
RR
Idaho(8/24/2016)
RR
Illinois(1/21/2022)
RR
Michigan(8/24/2016)
RR
Montana(8/24/2016)
IAR
Nevada(9/4/2008)
RR
Nevada(9/16/2016)
RR
North Carolina(8/24/2016)
RR
Ohio(1/2/2020)
RR
Oregon(3/14/2017)
IAR
Texas(11/21/2011)
RR
Texas(8/24/2016)
RR
Utah(8/24/2016)
RR
Vermont(8/24/2016)
RR
Washington(9/23/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
AW
AMERICAN WEALTH MANAGEMENT
AMERICAN RETIREMENT PLANNERS | AMERICAN WEALTH MANAGEMENT | AMERICAN RETIREMENT PLANNERS, INC. | AMERICAN RETIREMENT PLANNERS II, INC.
CRD#: 122205 / SEC#: 801-70453
RIA
Registered Investment Advisory firm - (7/29/2009 Approved)California
Registered Investment Advisory firm - (8/31/2009 Terminated)Nevada
Registered Investment Advisory firm - (8/27/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
570 Hammill Lane, Reno, NV 89511
Mailing Address
Phone number
(775) 332-7000
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 871 |
| AUM (Assets Under Management) | $ 694,306,410 |
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.
