Adviser and broker representative · Ameriprise Financial Services, LLC
Brett W. Meyer
CRD 2059017 · Yuba City, CA
At a glance
Brett W. Meyer is an investment adviser representative with Ameriprise Financial Services, LLC in Yuba City, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brett’s SEC record dates to 1997, about 28 years ago. Brett is also registered as a broker representative.
Current advisory firm
- Ameriprise Financial Services, LLCSince December 1997Yuba City, CA · $660B in regulatory assets
SEC adviser record
- Registered since
- 1997 (28 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Brett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.