Corey J. Myers

UNIVERSAL FINANCIAL ADVISORS

Wood River, IL 62095

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CRD#: 3162395

Professional summary

Corey Jay Myers is a registered financial advisor currently at UNIVERSAL FINANCIAL ADVISORS, LLC located in Wood River, Illinois.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Corey has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Jay Myers's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 9, 2025 - Present

UNIVERSAL FINANCIAL ADVISORS, LLC

Office #1: 1 East Ferguson Avenue, Wood River, IL 62095

RIA

CRD#: 318392

Wood River, IL

Past

January 7, 2016 - December 3, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Bethalto, IL

Past

November 12, 2002 - December 31, 2015

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

EAST ALTON, IL

Past

November 12, 2002 - December 31, 2015

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

EAST ALTON, IL

Past

March 31, 1999 - December 13, 2002

PRUDENT INVESTOR SERVICES, INC.

RIA

CRD#: 123196

EAST ALTON, IL

Past

December 24, 1998 - November 13, 2002

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

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".

UNIVERSAL FINANCIAL ADVISORS, LLC

UNIVERSAL FINANCIAL ADVISORS, LLC | UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

CRD#: 318392 / SEC#: 801-124991

RIA

Registered Investment Advisory firm - (5/11/2022 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

Illinois
(12/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/23/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/22/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

UNIVERSAL FINANCIAL ADVISORS, LLC

UNIVERSAL FINANCIAL ADVISORS, LLC | UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

CRD#: 318392 / SEC#: 801-124991

RIA

Registered Investment Advisory firm - (5/11/2022 Approved)

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Contact information

Main Address

333 S. Kirkwood Road Suite 301, St. Louis, MO 63122

Mailing Address

Phone number

(314) 721-5522

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UFA 2025 ANNUAL AMENDED ADV PART 2A (4/14/2025)

UFA 2025 ANNUAL AMENDED WRAP FEE BROCHURE (4/14/2025)

Regulatory assets under management

Total Number of Accounts	647
AUM (Assets Under Management)	$ 251,062,299

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.

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Advisor Monitoring

Firm Stability Insights

Corey J. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Jay Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

PRUDENT INVESTOR SERVICES, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

UNIVERSAL FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/1998

SIE

Date: 12/31/2015

Series 7

Date: 10/1/2001

Series 6

Date: 12/22/1998

Current Firm

UNIVERSAL FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNIVERSAL FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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