Jerrold Bruce Maier | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jerrold Bruce Maier, who also goes by Jerry Maier, was a registered financial professional .

Jerrold is a previously registered financial professional and started their career in finance in 1977. Jerrold had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Jerry Maier

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.

NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, HEALTH)**BOARD MEMBER: LUTHERAN MIDEAST DEVELOPMENT**BOARD MEMBER: YOUNG LIFE/SALVATION ARMY**OWNER/PRESIDENT: ANCHOR HOLDINGS, LLC - OFFICE BUILDING

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 1, 2016 - August 15, 2025

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

Stillwater, MN

Past

November 10, 2016 - December 14, 2016

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

LAKE ELMO, MN

Past

May 7, 1999 - December 17, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

BD

CRD#: 1075

INDIANAPOLIS, IN

Past

May 7, 1999 - December 14, 2016

ONEAMERICA SECURITIES, INC.

BD

CRD#: 4173

LAKE ELMO, MN

Past

June 5, 1997 - May 5, 1999

MML INVESTORS SERVICES, LLC

BD

CRD#: 10409

SPRINGFIELD, MA

Past

December 8, 1977 - June 6, 1997

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD

CRD#: 4205

MINNEAPOLIS, MN

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".

WW

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

RR

Series 63

Date: 9/11/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 12/14/2016

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 11/16/1985

General Securities Representative Examination

General Industry/Product Exam

RR

Series 1

Date: 11/29/1977

Registered Representative Examination

Current Firm

WW

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

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Contact information

Main Address

S Valley Hwy 8310, Englewood, CO 80112

Mailing Address

Phone number

(855) 822-3708

Established

Firm type

Fiscal year end

# of Employees

54

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,556
AUM (Assets Under Management)	$ 473,650,570

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

Jerrold B. Maier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ONEAMERICA SECURITIES, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY

ONEAMERICA SECURITIES, INC.

MML INVESTORS SERVICES, LLC

LUTHERAN BROTHERHOOD SECURITIES CORP.

Primary Firm SEC Registration

WEALTH WATCH ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/11/1984

SIE

Date: 12/14/2016

Series 7

Date: 11/16/1985

Series 1

Date: 11/29/1977

Current Firm

WEALTH WATCH ADVISORS, INC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH WATCH ADVISORS, INC

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