James Meyer is a financial advisor with Osaic Wealth, Inc. in Sauk Centre, Minnesota, holding a Series 63 designation and 37 years of industry experience. He has been with Osaic Wealth, formerly Royal Alliance Associates, since 2011 and also worked at Financial Dimensions Group during that period. In addition to his advisory role, Meyer owns Meyer Financial, LLC, where he prepares income tax returns and offers fixed annuities and life insurance products. He also serves as a joint trustee of a family trust that manages income distributions. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through multiple advisory platforms and a large network of affiliated advisers. The firm utilizes firm-provided asset allocation tools, risk tolerance assessments, and a variety of investment products to construct managed portfolios with discretionary or non-discretionary options.