Jared R. Meyer

RED GRANITE WEALTH MANAGEMENT

Manitowoc, WI 54220

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CRD#: 6305445

Professional summary

Jared Richard Meyer is a registered financial advisor currently at RED GRANITE WEALTH MANAGEMENT located in Manitowoc, Wisconsin.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jared has worked at 2 firms and has passed the Series 65 exam.

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.

Board of Directors - Shipbuilders Credit Union. Approximately 4 hours per month are spent on this activity, and no clients will be offered any services from this organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Richard 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

March 11, 2024 - Present

RED GRANITE WEALTH MANAGEMENT

Office #1: 1034 S. 18th Street Suite 105, Manitowoc, WI 54220

RIA

CRD#: 330066

Manitowoc, WI

Past

June 25, 2014 - March 12, 2024

ACCESS INVESTMENT ADVISORS INC

RIA

CRD#: 109006

MANITOWOC, WI

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

Wisconsin
(3/11/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2014

Uniform Investment Adviser Law Examination

Current Firm

RED GRANITE WEALTH MANAGEMENT

RED GRANITE WEALTH MANAGEMENT | RED GRANITE WEALTH MANAGEMENT, LLC

CRD#: 330066 / SEC#:

Wisconsin

Registered Investment Advisory firm - (3/11/2024 Approved)

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Contact information

Main Address

1034 S. 18th Street Suite 105, Manitowoc, WI 54220

Mailing Address

Phone number

(920) 482-4322

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 7,975,622

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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Jared R. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Richard Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

RED GRANITE WEALTH MANAGEMENT

ACCESS INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2014

Current Firm

RED GRANITE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RED GRANITE WEALTH MANAGEMENT

TRUST BUT VERIFY

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