SM
Susanne R. Meyer
NICHOLSON MEYER CAPITAL MANAGEMENT
Kansas City, MO 64112
Some features on this profile are disabled
CRD#: 5290915
SM
Professional summary
Susanne R. Meyer, CIMA®, who also goes by Suzanne R. Meyer, is a registered financial advisor currently at NICHOLSON MEYER CAPITAL MANAGEMENT, INC. located in Kansas City, Missouri.
Susanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Susanne has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Suzanne R. Meyer
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.
CURRENT MEMBER OF INVESTMENT COMMITTEE FOR THE
WOMEN'S FOUNDATION OF GREATER KANSAS CITY, LOCATED IN KANSAS CITY, MO, A FOUNDATION BENEFITING WOMEN AND GIRLS IN THE GREATER KANSAS CITY AREA, AN ENTITY WITH WHICH SHE HAS BEEN AFFILIATED SINCE 2011. DUTIES RELATED TO INVESTMENT OVESIGHT, AND LIMITED TO APPROXIMATELY TWO HOURS PER MONTH, NONE OF WHICH DURING REGULAR TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Susanne R. 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®
Experience
Current
January 20, 2010 - Present
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
Office #1: 4600 Madison Avenue Suite 150, Kansas City, MO 64112RIA
CRD#: 105580
Kansas City, MO
Past
March 13, 2008 - June 23, 2009
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
OVERLAND PARK, KS
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".
NM
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CONUS & NICHOLSON INC | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | NICHOLSON CAPITAL MANAGEMENT, INC.
CRD#: 105580 / SEC#: 801-113175
RIA
Registered Investment Advisory firm - (5/4/2018 Approved)Colorado
Registered Investment Advisory firm - (5/11/2018 Terminated)Kansas
Registered Investment Advisory firm - (5/7/2018 Terminated)Louisiana
Registered Investment Advisory firm - (5/9/2018 Terminated)Missouri
Registered Investment Advisory firm - (5/7/2018 Terminated)Texas
Registered Investment Advisory firm - (5/7/2018 Terminated)Wisconsin
Registered Investment Advisory firm - (5/14/2018 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.Highlighted states indicate IAR registrations
IAR
Missouri(1/20/2010)
IAR
Texas(12/2/2019)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
NM
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CONUS & NICHOLSON INC | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | NICHOLSON CAPITAL MANAGEMENT, INC.
CRD#: 105580 / SEC#: 801-113175
RIA
Registered Investment Advisory firm - (5/4/2018 Approved)Colorado
Registered Investment Advisory firm - (5/11/2018 Terminated)Kansas
Registered Investment Advisory firm - (5/7/2018 Terminated)Louisiana
Registered Investment Advisory firm - (5/9/2018 Terminated)Missouri
Registered Investment Advisory firm - (5/7/2018 Terminated)Texas
Registered Investment Advisory firm - (5/7/2018 Terminated)Wisconsin
Registered Investment Advisory firm - (5/14/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4600 Madison Avenue Suite 150, Kansas City, MO 64112
Mailing Address
Phone number
(816) 931-5757
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 636 |
| AUM (Assets Under Management) | $ 292,909,874 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
