TM
Todd C. Meier
BOZ & COMPANY LLC
LAKE OSWEGO, OR 97034
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CRD#: 6216427
TM
Professional summary
Todd Charles Meier is a registered financial advisor currently at BOZ & COMPANY LLC located in Lake Oswego, Oregon.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Todd has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Charles Meier'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®
NoneExperience
Current
January 3, 2014 - Present
BOZ & COMPANY LLC
Office #1: 525 3rd St Suite 200, Lake Oswego, OR 97034Office #2: Park Tower Addition 201 Ne Park Plaza Drive, Vancouver, WA 98684RIA
CRD#: 167851
LAKE OSWEGO, OR
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
Oregon(1/30/2016)
IAR
Texas(4/14/2022)
IAR
Washington(1/3/2014)
Exams
Current Firm
B&
BOZ & COMPANY LLC
BOZ | INVESTMENTS BY BOZ | BOZ & COMPANY LLC | BOZ & COMPANY
CRD#: 167851 / SEC#:
Oregon
Registered Investment Advisory firm - (1/11/2016 Approved)Texas
Registered Investment Advisory firm - (4/13/2022 Conditional Restricted)Washington
Registered Investment Advisory firm - (1/3/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
525 3rd St Suite 200, Lake Oswego, OR 97034
Mailing Address
P.o. Box 56634, Portland, OR 97220
Phone number
(855) 790-2317
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 16,177,000 |
Red Flags
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