Steve Meier Location
Carmel, IN, US
Steve Meier Work
- 2000 - now Senior Financial Advisor @ Innovative Financial Solutions, Inc.
- 2017 - 2023 Principal and Financial Advisor @ Mosaic Wealth Advisors
- 2007 - 2017 Financial Advisor, Investment Advisor Representative @ Maginn Wealth Advisors
- 2001 - 2007 Financial Consultant @ A.G. Edwards
- 2000 - 2001 Financial Consultant @ Merrill Lynch
Steve Meier Education
- The American College of Financial Services
Chartered Retirement Planning Consultant
2004 - 2005 - The American College of Financial Services
Accredited Asset Management Specialist
2002 - 2003 - Wheaton College
Master of Arts (M.A.) (International Relations and Affairs)
1989 - 1990
- Bowling Green State University
Bachelor of Arts - BA (Business/Corporate Communications)
Steve Meier Skills
- Leadership
- Financial Advisory
- Portfolio Performance Analysis
- Public Speaking
- Portfolio Assessment
- Retirement Savings
- Accounting
- Retirement Planning
- Wealth Management Services
- Portfolio Management
Steve Meier Summary
Steve Meier, based in Carmel, IN, US, is currently a Senior Financial Advisor at Innovative Financial Solutions, Inc.. Steve Meier brings experience from previous roles at Mosaic Wealth Advisors, Maginn Wealth Advisors, A.G. Edwards and Merrill Lynch. Steve Meier holds a 2004 - 2005 Chartered Retirement Planning Consultant @ The American College of Financial Services. With a robust skill set that includes Leadership, Financial Advisory, Portfolio Performance Analysis, Public Speaking, Portfolio Assessment and more. Steve Meier has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Innovative Financial Solutions, Inc. Employees
-
Bill Verhagen
President at Innovative Financial Solutions, Inc.
Palm Coast, FL, US25 -
Chris Harmon
Senior Partner at Innovative Financial Solutions, Inc.
Bloomington, IN, US23 -
Michael Grammatico
Director at Innovative Financial Solutions, Inc.
Queensland, Australia11 -
Ethan Dawe
Owner at Innovative Financial Solutions, Inc.
Auburn, AL, US25+ -
Justin Renshaw
Owner at Innovative Financial Solutions, Inc.
Lake Saint Louis, MO, US15 -
Ian Essling
Senior Advisor at Innovative Financial Solutions, Inc.
Bloomington, IN, US35+ -
David Moon
Financial Advisor at Innovative Financial Solutions, Inc.
Palm Coast, FL, US45 -
Melanie Leon
Executive Assistant at Innovative Financial Solutions, Inc.
Palm Coast, FL, US14 -
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