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Brett Wayne Meyer

Advisor at Ameriprise — Sutter, CA

Updated today

Credentials

Series 63

Experience

36 years

Location

Sutter, CA

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Brett Meyer is a financial advisor with Ameriprise, holding a Series 63 designation and 36 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advising, Meyer serves on the board of directors for A Woman's Friend and manages a family farming operation through Meyer Enterprises LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on reliable income sources and tax-aware withdrawal strategies. Their approach combines proprietary research and third-party data to provide customized recommendations for clients nearing or in retirement.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Sutter, CA

Sutter CA

Advisors at this office

1

Most active in

California · Texas

Work history

36 years of industry experience

Ameriprise

2020 - Present • 6 years

Yuba City, CA

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Yuba City, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darel B

CFA®, Series 63

Yuba City, CA

Baer Investment Advisory LLC

Darel Baer is a CFA® charterholder with 32 years of industry experience. He is the principal of Baer Investment Advisory LLC in Yuba City, CA, where he has worked since 2007. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, creating customized Investment Policy Statements and implementing tailored model portfolios. The firm employs a blend of fundamental, technical, cyclical, and quantitative analysis, utilizing both long- and short-term trading strategies along with options and margin, and manages approximately $126.7 million in discretionary assets.

Options & derivatives strategies Active portfolio management

Sunil T

Series 63, Series 66

Yuba City, CA

International Assets Investment Management, LLC

Sunil Tumber is a financial advisor with International Assets Investment Management, LLC. He holds the Series 63 and Series 66 designations and has three years of industry experience, including prior roles at Edward Jones and Mechanics Bank. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and also provides access to third-party money managers, retirement plan advisory, and financial planning services.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Financial Professional

Thaddeus E

CFP®, ChFC®, Series 66

Yuba City, CA

International Assets Investment Management, LLC

Thaddeus Eubanks is a financial advisor at International Assets Investment Management, LLC with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining International Assets in 2026, he worked at Edward Jones for 15 years. Eubanks serves as a board member of the Sutter Yuba Community Foundation and owns Barrel ZONE LLC, a youth sports training facility in Sacramento. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using various investment vehicles and may utilize third-party money managers and wrap programs as part of its strategy.

Charitable giving & philanthropy Family Business Business ownership considerations General retirement planning Founder/Business Owner
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Devon H

Series 65

Marysville, CA

Earned Wealth Advisors, LLC

Devon Hunter is a financial advisor at Earned Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Earned Wealth Advisors, he worked at Focus Partners Wealth, LLC and Hoyle Cohen LLC. His background also includes roles outside of finance at Paul Durham Electric and James Cook Languages SRO. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, combining independent investment managers and model portfolios with a buy-and-hold investment approach supported by financial planning techniques.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Doctor or Medical Professional Dentist Founder/Business Owner
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Johnny C

CFP®, Series 66

Yuba City, CA

Golden State Wealth Management, LLC

Johnny Ceballos is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Golden State Wealth Management, LLC since 2016. He holds a Series 66 license and has been affiliated with LPL Financial, LLC during the same period. Outside of his advisory role, Ceballos is an assistant varsity softball coach at Gridley High School. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and constructs tailored portfolios using various analytic approaches, including fundamental and technical analysis, while also deploying third-party managers and model portfolios.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Founder/Business Owner Self-Employed
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Evan P

Series 66

Yuba City, CA

Commonwealth Financial Network

Evan Pugh is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at Core Financial Group, Woodbury Financial Services, and Costco. His background also includes roles in financial wellness education and coaching swim teams. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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