Meera S. Meyer

LIFE.MONEY.BALANCE.

Boulder, CO 80301

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CRD#: 6496905

Professional summary

Meera Shireen Meyer, CFP® is a registered financial advisor currently at LIFE.MONEY.BALANCE. located in Boulder, Colorado.

Meera is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Meera has worked at 3 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meera Shireen 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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

October 23, 2020 - Present

LIFE.MONEY.BALANCE.

Office #1: 4818 Hopkins Place, Boulder, CO 80301

RIA

CRD#: 307829

Boulder, CO

Past

July 19, 2017 - August 25, 2017

DUNSTON FINANCIAL GROUP, LLC

RIA

CRD#: 226692

DENVER, CO

Past

July 28, 2015 - June 9, 2017

BSW WEALTH PARTNERS

RIA

CRD#: 107485

BOULDER, CO

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

Colorado
(10/23/2020)

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: 7/28/2015

Uniform Investment Adviser Law Examination

Current Firm

LIFE.MONEY.BALANCE.

LIFE.MONEY.BALANCE. | MMEYER CONSULTING, LLC

CRD#: 307829 / SEC#:

Colorado

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

Boulder, CO

Mailing Address

Phone number

(719) 229-3640

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Meera S. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meera Shireen Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFE.MONEY.BALANCE.

DUNSTON FINANCIAL GROUP, LLC

BSW WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2015

Current Firm

LIFE.MONEY.BALANCE.

Contact information

Documents

Red Flags

Company Information

LIFE.MONEY.BALANCE.

TRUST BUT VERIFY

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