Reid Meyer, CFP®

Financial Advisor at Fortune Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Minneapolis-St. Paul Area

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2022
    - Nov, 2024
  • SIE - Securities Industry Essentials Examination
    FINRA
    Oct, 2018
    - Nov, 2024
  • Series 66 - Uniform Combined State Law Examination
    FINRA (Financial Industry Regulatory Authority)
    Aug, 2018
    - Nov, 2024
  • Series 7 - General Securities Representative Examination
    FINRA (Financial Industry Regulatory Authority)
    Jun, 2018
    - Nov, 2024
  • Resident Insurance Producer: Accident & Health, Casualty, Life, Property, Variable Life & Variable Annuities
    Minnesota Department of Commerce
    Apr, 2018
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • 2021 - Present

      Financial Advisor on a team with more than 60 years of combined experience in the industry, we are able to work with clients at any point in their career or life after their career. Whether it's starting student loan payments or retirement distributions we are able to provide clear guidance. The main areas we focus on include: investments, insurance, and personalized financial planning.Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. Fortune Financial is affiliated with North Star Resource Group and is independently owned and operated. Reid is a registered representative and investment advisor representative of Securian Financial Services, Inc. 2701 University Ave SE, Minneapolis, MN 55414 Show less

    • Associate
      • 2018 - 2021

    • United States
    • Retail Apparel and Fashion
    • 1 - 100 Employee
    • Marketing Ambassador at Great Lakes Clothing
      • 2015 - 2018

      As an ambassador for Great Lakes I held a variety of roles. Mainly brand promotion through many avenues such as posting on social media to make people aware of releases and promotions. I also held innovative events in order to draw attention to the brand. There were 40 of us and I would always be in the top 3 for sales. I learned a lot and enjoyed being apart of the building of a genuine Minnesota company. When I started this opportunity it was a very small company and on my exit with graduation, the company was flourishing and well known among my peers. Show less

Education

  • University of North Dakota
    Bachelor of Science - BS
    2014 - 2018

Community

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