Brian C. Meythaler

AE WEALTH MANAGEMENT

Peoria, AZ 85382

Some features on this profile are disabled

CRD#: 5635785

Professional summary

Brian Carl Meythaler, CFP®, who also goes by Brian Meythaler, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Peoria, Arizona.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brian has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Meythaler

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.) Clear Solutions, LLC DBA Bergen Financial Group; Yes Investment Related; 8765 West Kelton Lane, Building C-2. Peoria, AZ 85382; Insurance Sales; Financial Advisor; Start Date 10/2023; Approx. 20 hours a month; Approx. 20 hours during trading; Insurance Sales and Services 2.) MeyProperties LLC, Not Investment Related; 5121 West Andrea Lane, Phoenix, AZ 85083; Flipping Properties, Owner; Start Date 10/2023; Approx. 00 hours a month; Approx. 00hours during trading; Managing the daily business activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Carl Meythaler'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

December 1, 2023 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 8765 West Kelton Lane Building C-2, Peoria, AZ 85382

RIA

CRD#: 282580

Peoria, AZ

Past

January 8, 2018 - April 19, 2018

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

February 18, 2016 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

January 19, 2016 - April 19, 2018

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

September 30, 2010 - April 30, 2014

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

September 9, 2010 - April 30, 2014

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

April 15, 2009 - August 12, 2010

EDWARD JONES

RIA

CRD#: 250

PHOENIX, AZ

Past

March 16, 2009 - August 12, 2010

EDWARD JONES

CRD#: 250

PHOENIX, 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".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 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

Arizona
(12/1/2023)

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: 3/27/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/28/2013

General Securities Principal Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

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.

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

Derek Jackson

PFS INVESTMENTS INC.

Phoenix, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian C. Meythaler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Carl Meythaler's CRS (Customer Relationship Summary).

Certified licenses

Experience

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/27/2009

SIE

Date: 4/19/2018

Series 7

Date: 3/13/2009

Series 24

Date: 8/28/2013

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors