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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

About Meinert Wealth Management LLC

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!!

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

I work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

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

Services

Investment Types

Bonds, Mutual Funds, Annuities, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Phone, At my office, Video Conference, Via Email

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS®

Securities Licenses

Series 7, Series 66, Series 63, Series 24

Insurance and Annuity Licenses

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

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

Disclaimer

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