Kelly Joel Meyer
Advisor at PFG Advisors — Worthington, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
26 years
Location
Worthington, MN 56187
PFG Advisors
Multi-team
Kelly Meyer is a financial advisor at PFG Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including United Planners, OSAIC, and Securities America. Meyer also has a longstanding affiliation with United Prairie Bank. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation and diversified strategies implemented through multiple marketplace platforms.
Based on PFG Advisors
Based on PFG Advisors
Flat fees generally range from $100 to $5,000 for financial planning/consulting services
$0 - /$0-$25,000/: $25,000 - /$25,000 and above/: up to 1.95% annually (negotiable) varies by client and IAR discretion+: variable (linear or tiered) fees up to maximum 1.95% annually
Commission-based products offered by dually licensed IARs through United Planners' Financial Services of America, LP (UPFSA)
$100 to $1,000 per hour for financial planning/consulting services
Subscription-based financial planning/consulting fees, negotiable, charged monthly, quarterly, semi-annually, or annually
Account minimum: $25,000 Fee-only: Hourly fees range from $100 to $1,000; flat fees range from $100 to $5,000; subscription fees negotiable, charged monthly, quarterly, semi-annually or annually
Worthington, MN
905 Mc Millan St.
Worthington MN 56187
Advisors at this office
1
Minnesota
26 years of industry experience
United Planners
2025 - Present • 1 year
Scottsdale, AZ
OSAIC
2024 - 2025 • 1 year
Wilmont, MN
PFG Advisors, LLC
2019 - Present • 7 years
Phoenix, AZ
Securities America Advisors, Inc.
2015 - 2022 • 7 years
Worthington, MN
SECURITIES AMERICA, inc.
2009 - 2024 • 15 years
Worthington, MN
United Prairie Bank
1999 - Present • 27 years
Worthington, MN
Kelly Meyer
1998 - Present • 28 years
Worthington, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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