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Meera Shireen Meyer

Meera S. Meyer

LIFE.MONEY.BALANCE.
Boulder, CO 80301
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CRD#: 6496905
Meera Shireen Meyer

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/28/2015
Uniform Investment Adviser Law Examination

Current Firm

LI
LIFE.MONEY.BALANCE.
LIFE.MONEY.BALANCE. | MMEYER CONSULTING, LLC

CRD#: 307829 / SEC#:

Colorado
Registered Investment Advisory firm - (10/23/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Boulder, CO
Mailing Address
Phone number
(719) 229-3640
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

LIFE.MONEY.BALANCE.

CRD#: 307829Boulder, CO 80301

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