RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
34yrs
Steven Meyer has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Milwaukee, Wisconsin. After six years at Morgan Stanley and four years at UBS Financial Services, Steven joined Wells Fargo Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Steven holds the CFP® designation.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 10% by experience nationwide
Office111 E Kilbourn Ave Suite 2400 [Mq-Rbo], Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2019Morgan StanleyPreviously
- 2008 – 2013UBS Financial Services Inc.Previously
- 2004 – 2008Wells Fargo Investments, LLCPreviously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Steven’s local office at (414) 347-3000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Steven Meyer.
How long has Steven been a financial advisor?
Steven has been in the industry since 1992, about 34 years. Top 10% by experience nationwide.
What licenses does Steven hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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