Bradley S. Meyers

25 FINANCIAL

NOLENSVILLE, TN

Some features on this profile are disabled

CRD#: 6455807

Professional summary

Bradley Steven Meyers, CFP®, who also goes by Brad Meyers, is a registered financial advisor currently at 25 FINANCIAL located in Nolensville, Tennessee.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bradley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Meyers

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.

Randall Larson LLC: employee; company that pays me on behalf of the 25 LLC business; investment related; start date = 08/2017; 160 hrs/mth. 25 Financial: DBA; registered investment advisor; employee; investment related; start date = 11/2018; 160 hrs/mth. Arete Wealth Management, LLC; Saint Louis, MO; Investment Related; Registered Representative; Broker/Dealer Product Sales; Started 08/2017;Approximately 60 hours per month spent; Approximately 60 hours per month spent during security trading hours. Arete Wealth Advisors,LLC; Saint Louis, MO; Investment Related; Investment Advisor Representative; Provide advisory services; Started 08/2017; 20hours per month spent; 20 hours per month spent during security trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Steven Meyers'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: 2018

Experience

Current

March 30, 2022 - Present

25 FINANCIAL

RIA

CRD#: 317916

NOLENSVILLE, TN

Past

August 2, 2017 - December 31, 2022

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

Mission Viejo, CA

Past

August 2, 2017 - November 7, 2023

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CHICAGO, IL

Past

April 2, 2015 - August 2, 2017

LARSON FINANCIAL GROUP, LLC

RIA

CRD#: 140599

SAINT LOUIS, MO

Past

February 26, 2015 - August 2, 2017

LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517

SAINT LOUIS, MO

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".

25 FINANCIAL

25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA

Registered Investment Advisory firm - (2/11/2022 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

California
(3/30/2022)

IAR

Missouri
(9/22/2022)

IAR

Tennessee
(9/27/2023)

IAR

Texas
(3/30/2022)

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: 3/17/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/26/2015

General Securities Representative Examination

Current Firm

25 FINANCIAL

25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA

Registered Investment Advisory firm - (2/11/2022 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

135 West Adams Avenue, Saint Louis, MO 63122

Mailing Address

Phone number

(314) 530-2858

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A (4/2/2025)

Regulatory assets under management

Total Number of Accounts	2,700
AUM (Assets Under Management)	$ 415,000,000

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley S. Meyers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Steven Meyers's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH ADVISORS, LLC

ARETE WEALTH MANAGEMENT, LLC

LARSON FINANCIAL GROUP, LLC

LARSON FINANCIAL SECURITIES, LLC

Primary Firm SEC Registration

25 FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2015

SIE

Date: 10/1/2018

Series 7

Date: 2/26/2015

Current Firm

25 FINANCIAL

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

25 FINANCIAL

TRUST BUT VERIFY

Similar Advisors