JohnE. Meinert- Financial Advisor Long Beach, CA

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About John E. Meinert

We provide planning, investment strategies and risk management to families and business owners from all walks of life who are serious about addressing their important financial goals. We do so through long-term relationships and through conservative financial principles of investing and wealth preservation.

Let us help you with your important financial goals today!!

See Disclosures

General Information

Firm Start Year

2011

No. of Employees

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, ME, MO, NC, NJ, NY, TX, VA, WA
(& NV - Advisory only)

Years of Experience in Financial Services

Number of Years with Current Firm

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

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

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

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS^®

Securities Licenses

Series 66, Series 63, Series 7, Series 24

Insurance and Annuity Licenses

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Hourly, Commissions, Based on Assets

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.

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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

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Paladin Research Report For:

John E. Meinert

Meinert Wealth Management LLC