JM
Jack A. Meurer
NUANCE INVESTMENTS
West Bend, WI
Some features on this profile are disabled
CRD#: 6650951
JM
Professional summary
Jack Anthony Meurer is a registered financial advisor currently at NUANCE INVESTMENTS, LLC located in West Bend, Wisconsin.
Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jack 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 Jack Anthony Meurer'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
July 27, 2022 - Present
NUANCE INVESTMENTS, LLC
RIA
CRD#: 148534
West Bend, WI
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".
NI
NUANCE INVESTMENTS, LLC
MARINER VALUE STRATEGIES, LLC | NUANCE INVESTMENTS, LLC
CRD#: 148534 / SEC#: 801-69682
RIA
Registered Investment Advisory firm - (10/22/2008 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
Missouri(7/27/2022)
IAR
Texas(12/11/2023)
Exams
Current Firm
NI
NUANCE INVESTMENTS, LLC
MARINER VALUE STRATEGIES, LLC | NUANCE INVESTMENTS, LLC
CRD#: 148534 / SEC#: 801-69682
RIA
Registered Investment Advisory firm - (10/22/2008 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4900 Main Street Suite 220, Kansas City, MO 64112
Mailing Address
Phone number
(816) 743-7080
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 257 |
| AUM (Assets Under Management) | $ 984,290,871 |
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.
