Norman H. Meyer

VESTECH ASSET MANAGEMENT

Wildwood, MO

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CRD#: 3185642

Professional summary

Norman Hugh Meyer is a registered financial advisor currently at VESTECH ASSET MANAGEMENT INC. located in Wildwood, Missouri and VESTECH SECURITIES, INC. located in St. Louis, Missouri.

Norman is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Norman has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 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) NAME: MFG LLC; INV-REL: No; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: Traditional (non-variable) Insurance sales/service; POSITION: Owner/Independent Agent; HRS/MO: 25; TRADING HRS/MO: 10; DUTIES: Sales & service of traditional insurance contacts (life, fixed annuities, health); (2) NAME: "GNM, LLC"; INV-REL: No; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: OBA for Investment Advisory Business; POSITION: Member; DATE: 10/26/2018; HRS/MO: 40; TRADING HRS/MO: 30; DUTIES: Conduct routine business affairs of a company to pay expenses and salaries (3) NAME: "Meyer Realty Group"; INV-REL: No; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: LLC that owns real estate; POSITION: Member; DATE: 12/2016; HRS/MO: 2; TRADING HRS/MO: 0; DUTIES: Member of the LLC that holds ownership of property (4) NAME: "Meyer Financial Group, LLC"; INV-REL: No; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: OBA for Securities Business; POSITION: Member; DATE: 02/01/2010; HRS/MO: 100; TRADING HRS/MO: 100; DUTIES: Conduct routine business affairs of a company to pay expenses and salaries (5) NAME: "Vestech Securities Inc."; INV-REL: Yes; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: Broker Dealer; POSITION: Financial Representative; DATE: 06/2016; HRS/MO: 160; TRADING HRS/MO: 160; DUTIES: Financial Representative

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Hugh 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®

None

Experience

Current

April 24, 2018 - Present

VESTECH ASSET MANAGEMENT INC.

RIA

CRD#: 285685

Wildwood, MO

Current

June 3, 2016 - Present

VESTECH SECURITIES, INC.

Office #1: 11477 Olde Cabin Rd. Suite 310, St. Louis, MO 63141

CRD#: 41409

St. Louis, MO

Current

September 20, 2021 - Present

NI ADVISORS

Office #1: 1138 Cadillac Court, Milpitas, CA 95035

RIA

CRD#: 134502

MILPITAS, CA

Past

April 26, 2017 - August 9, 2018

CUTTINGEDGE ADVISORS

RIA

CRD#: 146371

EUREKA, MO

Past

June 20, 2016 - June 11, 2021

IBN FINANCIAL SERVICES, INC.

CRD#: 42360

LIVERPOOL, NY

Past

July 9, 2015 - December 31, 2016

CUTTINGEDGE ADVISORS

RIA

CRD#: 146371

ST. LOUIS, MO

Past

May 1, 2015 - May 25, 2016

OAKBRIDGE FINANCIAL SERVICES

CRD#: 16323

St. Louis, MO

Past

April 10, 2013 - July 2, 2015

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

ST. LOUIS, MO

Past

April 25, 2011 - April 21, 2015

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

ST. LOUIS, MO

Past

January 19, 2010 - December 31, 2014

CUTTINGEDGE ADVISORS

RIA

CRD#: 146371

ST. LOUIS, MO

Past

February 20, 2008 - December 31, 2009

CUTTINGEDGE ADVISORS

RIA

CRD#: 146371

ST. LOUIS, MO

Past

January 30, 2008 - March 15, 2011

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

ST. LOUIS, MO

Past

January 4, 2005 - January 25, 2008

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

ST. LOUIS, MO

Past

September 6, 2002 - December 31, 2005

QUESTAR CAPITAL CORPORATION

RIA

CRD#: 43100

ST. LOUIS, MO

Past

May 30, 2002 - January 25, 2008

QUESTAR CAPITAL CORPORATION

CRD#: 43100

ST. LOUIS, MO

Past

March 4, 1999 - June 6, 2002

CONSECO SECURITIES, INC.

CRD#: 29367

CARMEL, IN

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.

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

Illinois
(6/23/2016)

IAR

Michigan
(7/19/2019)

Michigan
(8/31/2019)

Missouri
(6/22/2016)

IAR

Missouri
(4/24/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/19/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/17/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/18/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/26/1999

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

VESTECH ASSET MANAGEMENT INC.

MAENDEL WEALTH | VESTECH ASSET MANAGEMENT INC. | ROYAL CROWN WEALTH MANAGEMENT | MEYER FINANCIAL GROUP

CRD#: 285685 / SEC#:

Connecticut

Registered Investment Advisory firm - (8/8/2017 Approved)

Illinois

Registered Investment Advisory firm - (6/18/2020 Approved)

Kansas

Registered Investment Advisory firm - (6/9/2017 Approved)

Michigan

Registered Investment Advisory firm - (12/2/2016 Approved)

Missouri

Registered Investment Advisory firm - (6/8/2017 Approved)

North Carolina

Registered Investment Advisory firm - (9/21/2017 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/21/2018 Approved)

Texas

Registered Investment Advisory firm - (12/3/2018 Approved)

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Contact information

Main Address

11477 Olde Cabin Road Suite 310, Saint Louis, MO 63141

Mailing Address

Phone number

(314) 828-2111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	270
AUM (Assets Under Management)	$ 100,032,281

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

Norman H. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Hugh Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

VESTECH SECURITIES, INC.

NI ADVISORS

CUTTINGEDGE ADVISORS

IBN FINANCIAL SERVICES, INC.

CUTTINGEDGE ADVISORS

OAKBRIDGE FINANCIAL SERVICES

CONCORDE ASSET MANAGEMENT, LLC

CONCORDE INVESTMENT SERVICES, LLC

CUTTINGEDGE ADVISORS

CUTTINGEDGE ADVISORS

SILVER OAK SECURITIES, INCORPORATED

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

QUESTAR CAPITAL CORPORATION

CONSECO SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2002

Series 63

Date: 2/17/1999

SIE

Date: 10/1/2018

Series 6

Date: 2/18/1999

Series 26

Date: 7/26/1999

FINRA

Current Firm

VESTECH ASSET MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VESTECH ASSET MANAGEMENT INC.

TRUST BUT VERIFY

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