Jeffrey A. Myers

OSAIC WEALTH

HASTINGS, MN 55033

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CRD#: 5100500

Professional summary

Jeffrey Allen Myers JEFF, who also goes by Jeffrey Allen Myers, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Hastings, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jeffrey has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Allen Myers

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. DBA - Myers Financial Management 2. INSURANCE SALES POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/10/2021 ADDRESS: 10880 175th Court West, Suite 280, Lakeville MN 55044 DESCRIPTION: Offering insurance services to my clients. 3. JEFFREY A MYERS LLC. POSITION: owner NATURE: Jeffrey A Myers LLC1319-1325 SE 4th St. Mpls. MN 55414 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2004 ADDRESS: 1319-1325 4th st SE, Minneapolis MN 55044 DESCRIPTION: Renting commercial property and parking. 4. HOSANNA CHURCH POSITION: leader NATURE: Church small group leader INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 2 START DATE: 10/06/2021 ADDRESS: 9600 163rd St W, Lakeville MN 55044 DESCRIPTION: Small group leader 5. TROOP 262/121 POSITION: leader NATURE: Scout leader 111 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2021 ADDRESS: 10970 185th St W., Lakeville MN 55044 DESCRIPTION: Leader 6. JEFFREY A. AND EMILY J PROPERTIES, LLC POSITION: General Manager/ owner NATURE: Owning Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 12/28/2022 ADDRESS: 21259 Insel Lane, Lakeville MN 55044 DESCRIPTION: We will run our practice out of the building. 7. BALANCED WEALTH MANAGEMENT LLC POSITION: CEO, CFO, owner NATURE: Financial Advising INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 95 START DATE: 01/12/2023 ADDRESS: 21259 Insel Lane, Lakeville MN 55044 DESCRIPTION: Running the practice, advising clients, making trades, planning, everything to run a multi advisor practice. 8. DBA - Balanced Wealth Management 9. T AND D CABIN LLC POSITION: Partner NATURE: T and D cabin Family cabin INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/06/2023 ADDRESS: 17885 Kenai Circle, Lakeville MN 55044, United States DESCRIPTION: Using and maintaining the cabin.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Myers JEFF's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Allen Myers JEFF'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

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 1320 Vermillion St, Hastings, MN 55033Office #2: 10880 175th Court West Suite 280, Lakeville, MN 55044

RIA

CRD#: 23131

HASTINGS, MN

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 1320 Vermillion St, Hastings, MN 55033Office #2: 10880 175th Court West Suite 280, Lakeville, MN 55044

RIA

CRD#: 23131

HASTINGS, MN

Past

September 10, 2021 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LAKEVILLE, MN

Past

September 10, 2021 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

HASTINGS, MN

Past

February 5, 2014 - September 14, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LAKEVILLE, MN

Past

January 13, 2012 - September 14, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LAKEVILLE, MN

Past

April 18, 2006 - January 18, 2012

EDWARD JONES

CRD#: 250

FARMINGTON, MN

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".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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

Alabama
(6/14/2024)

Arizona
(6/14/2024)

Arkansas
(10/31/2025)

California
(6/14/2024)

Colorado
(6/14/2024)

Florida
(6/14/2024)

Illinois
(6/14/2024)

Indiana
(11/4/2025)

Iowa
(6/14/2024)

Kentucky
(6/14/2024)

Louisiana
(6/14/2024)

Minnesota
(6/14/2024)

IAR

Minnesota
(6/14/2024)

Nebraska
(6/14/2024)

Nevada
(6/14/2024)

North Carolina
(6/14/2024)

North Dakota
(6/14/2024)

Rhode Island
(6/14/2024)

South Carolina
(6/14/2024)

South Dakota
(6/14/2024)

Tennessee
(6/14/2024)

Texas
(6/14/2024)

IAR

Texas
(6/14/2024)

Wisconsin
(6/14/2024)

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

Series 63

Date: 4/21/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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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Jeffrey A. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Myers JEFF's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Allen Myers JEFF's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/21/2006

SIE

Date: 10/1/2018

Series 7

Date: 4/17/2006

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

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