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Vinita Marie Meizler

Advisor at LPL Financial — Laquey, MO

Updated today

Credentials

Series 65

Experience

1 year

Location

Laquey, MO

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Vinita Meizler is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 65 designation and previously worked at The Maries County Bank and The Bank of Missouri. Outside of her advisory role, she operates a farm and ranch business involved in the sale of beef cattle. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services utilizing various strategies and technology tools, supporting over $819 billion in discretionary assets.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Laquey, MO

Laquey MO

Advisors at this office

1

Most active in

Missouri · Texas

Work history

1 year of industry experience

LPL Financial

2025 - Present • 1 year

Chesterfield, MO

Fox Financial Group - DBA for LPL Business

2025 - Present • 1 year

Chesterfield, MO

The Maries County Bank

2021 - 2025 • 4 years

St. Robert, MO

The Bank of Missouri

2019 - 2021 • 2 years

St. Robert, MO

Collateral Specialists

2018 - 2019 • 1 year

St. Robert, MO

The Bank of Missouri (Formerly Mid America Bank and Trust Co)

2013 - 2018 • 5 years

St. Robert, MO

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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Marylynn F

Series 65

Richland, MO

LifeSteps Financial

Marylynn Ford is a Series 65-licensed financial advisor with LifeSteps Financial, where she has worked for 14 years. She is part of a seven-advisor team based in Richland, MO. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, focusing on asset allocation and diversification through ETFs and tactical adjustments while offering additional services such as bill payment and a short-term cash management program.

Stock option exercise strategy Cash flow / budgeting
user avatar

Mary M

Series 63, Series 65

Saint Robert, MO

First Command Advisory Services

Mary Morrison is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and a prior background serving nine years in the U.S. Navy. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Mark V

Series 63, Series 65

Saint Robert, MO

First Command Advisory Services

Mark Verry is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has recently transitioned from a 24-year career in the United States Army to the financial services industry and has been with First Command in various roles since 2024. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, leveraging centralized portfolio management and a disciplined manager selection process within an employee-owned structure.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jamie C

Series 66

Saint Robert, MO

First Command Advisory Services

Jamie Carpenter is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has seven years of industry experience, including roles at First Command and Infuze Credit Union. Carpenter also owns Jamie Carpenter & Associates, a financial planning business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized team that selects model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Travis W

Series 66

St Robert, MO

First Command Advisory Services

Travis Williams is a financial advisor with First Command Advisory Services in St. Robert, Missouri, holding a Series 66 designation and six years of industry experience. He has worked at various First Command entities since 2019 and previously at Bosch and Giant Cement. Williams is also the owner of Travis S Williams & Associates LLC, a business established to support his work with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Michael H

Series 66

St Robert, MO

First Command Advisory Services

Michael Hamer is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served six years in the United States Air Force. Outside of his advisory role, he owns Michael Hamer and Associates, an independent contract business related to his duties at First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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