Reid Meyer

Financial Advisor

About Reid Meyer

Clarifying your destination, steering your way, and guiding your path

Reid has always been fascinated with investing, but being a financial advisor is more than stocks and savings to him.

Instead, his mission is to deliver financial clarification through a personalized process and an honest interest in his clients’ evolving circumstances.

Reid works with young professionals, helping them realize their goals by brainstorming and dreaming about the future they hope for themselves and their loved ones. With these priorities established early in life, Reid believes his clients are better equipped to take action to reach those targets and live a life they love.

Every financial strategy is personalized to the client, based on their unique situation, goals, and values. It’s a people-first approach, designed for your unique goals.

Reid currently resides in Minneapolis. He attended the University of North Dakota in Grand Forks and graduated with a Bachelor of Science. In his free time outside of work, Reid enjoys biking, weightlifting, golfing, snowboarding, and playing hockey.

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Qualifications

  • Series 7
  • Series 66
  • Life, Accident, and Health Insurance Producer

Services

  • Debt management
  • Wealth management
  • Risk management
  • Liability protection strategies
  • Comprehensive fee-based financial planning

Team

Reid is a member of Fortune Financial, where he works closely with Gaylen Harms and Patrick Olson to provide his clients with stronger recommendations for diverse financial situations.

Gaylen J. Harms, CFP®, CLU, ChFC, CLTC
Gaylen J. Harms, CFP®, CLU, ChFC, CLTC

Founding Partner of Fortune Financial

Patrick Olson, CFP<sup>®</sup>
Patrick Olson, CFP®

Financial Planner

Contact

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    Minnetonka, Minn.

    10261 Yellow Circle Drive
    Minnetonka, MN 55343

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    Reid, Gaylen, and Patrick are registered representatives and investment advisor representatives of CRI Securities, LLC and Securian Financial Services, Inc.

    3441082.DOFU 2-2021