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Our financial advice team


Bob Meyers, Financial Advisor serving the Frankfort, IL area - Ameriprise Advisors

Bob Meyers

AAMS

Financial Advisor

Covenant Wealth
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 15 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Christian Financial Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Business Retirement Plans
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Intergenerational Planning
  • Investments
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Family Finances
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Awards & recognition

  • Five Star Wealth Manager, 2023, 2022, 2021, 2020, 2016, 2015
  • Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

I served on the Lay Leadership Council, as head of our worship ministry team, at Kankaee First Church of the Nazarene.

I am a believer in volunteering my time locally. Presently you can find me at The Center of Hope food pantry in Kankakee.

Interests

  • Spending time with my wife Roni and our 2 Cavachon dogs Buddy and Max.
  • Any activity that involves my family which includes our 3 adult children.
  • Outdoor activities for all seasons.
  • Traveling and exploring new destinations and restaurants.
  • Visiting with family in South Korea.
  • Trying new restaurants and recipes with my wife.
  • Our first grandchild - sweet baby girl Tahlia arrived in August of 2021.
  • Volunteering at the Center of Hope food pantry in Kankakee.
  • Worshiping and serving on the Lay Leadership Council at Kankakee First Church of the Nazarene.