Tina Meyer

COREPATH WEALTH PARTNERS LLC

Scottsdale, AZ 85251

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CRD#: 7373779

Professional summary

Tina Meyer is a registered financial advisor currently at COREPATH WEALTH PARTNERS LLC located in Scottsdale, Arizona.

Tina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tina has worked at 5 firms and has passed the Series 63, Series 7TO and SIE exams.

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.

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Rover; Not investment-related; Phoenix, AZ 85054; Pet sitting and dog walking; Pet Sitter; Less than 5% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Meyer'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®

None

Experience

Current

August 11, 2025 - Present

COREPATH WEALTH PARTNERS LLC

Office #1: 7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251

RIA

CRD#: 299951

Scottsdale, AZ

Past

December 11, 2024 - June 25, 2025

STRATOS WEALTH PARTNERS, LTD

RIA

CRD#: 153184

Scottsdale, AZ

Past

October 9, 2023 - July 8, 2025

LPL FINANCIAL LLC

CRD#: 6413

SCOTTSDALE, AZ

Past

May 9, 2022 - September 7, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIDDLETON, WI

Past

February 10, 2022 - April 26, 2022

OSAIC FA, INC.

CRD#: 3978

MADISON, 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".

COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC

CRD#: 299951 / SEC#: 801-114567

RIA

Registered Investment Advisory firm - (1/28/2019 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

Arizona
(8/11/2025)

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

Series 63

Date: 5/17/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/24/2021

Securities Industry Essentials Examination

Current Firm

COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC

CRD#: 299951 / SEC#: 801-114567

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 448-0334

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COREPATH DISCLOSURE BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	864
AUM (Assets Under Management)	$ 217,891,813

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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Advisor Monitoring

Firm Stability Insights

Tina Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STRATOS WEALTH PARTNERS, LTD

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

OSAIC FA, INC.

Primary Firm SEC Registration

COREPATH WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/17/2022

Series 7TO

Date: 2/10/2022

SIE

Date: 8/24/2021

Current Firm

COREPATH WEALTH PARTNERS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COREPATH WEALTH PARTNERS LLC

TRUST BUT VERIFY

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