seller-profile

John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

Connect with John

General Information

Firm Start Year

2011

No.of Employees

2-4

CRD#

2849825

Firm CRD#

6413

Insurance License#

0C03294

Name of Broker/Dealer

LPL Financial LLC

Name of Custodial Firm

LPL Financial LLC; PTC (Private Trust Company)

States Licensed in

CA, AZ, GA, ID, MD, ME, MO, NC, NJ, NY, TX, VA, WA

(& NV - Advisory only)

Years of Experience in Financial Services

24

Number of Years with Current Firm

10

Work Experience

2011-Present: LPL Financial Advisor/LPL Registered Principal, Meinert Wealth Management LLC

1996-2011: Financial Advisor, Edward Jones

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Insurance Products & Annuities

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS®

Securities Licenses

Series 7, Series 24, Series 63, Series 66

Insurance and Annuity Licenses

Annuity, Disability, Variable Life, Variable Annuity, Long Term Care, Life

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Hourly

Fee % Based on Assets

Tiered

Additional Details on Charges

ALL-INCLUSIVE FIDUCIARY RELATIONSHIP: All Financial & Retirement Planning, All Portfolio Management, All Risk & Insurance Solutions Planning, All Periodic Planning, Portfolio & Risk Reviews......................Tiered from 1.45% to 0.50%

PORTFOLIO MANAGEMENT ONLY: Fiduciary Portfolio Management, Annual Portfolio Review............................1.00% (discounted on assets above $5,000,000)

PLANNING ONLY: Discovery, Goals, Analysis, Recommendations, Deliverables............$250/hour with 4-hour minimum. Planning time can range between 4 to 20+ hours.

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.