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Our financial advice team


Robert Meyer

Robert Meyer

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Respective Wealth
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 24 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Saving for Education

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • Member, Financial Planning Association
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Financial Advisor

Education

  • Bachelor of Arts, Kansas Wesleyan University, Salina, KS

Professional associations

  • The Financial Planning Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Harvesters - The Community Food Network