Thoroughbred Financial Services
41yrs
Top advisor by experience in Columbia
26yrs
Mark Meyer
Full name on record: Mark Stephen Meyer
Financial advisor at Ameriprise Financial Services
Mark Meyer is a fiduciary financial advisor in Columbia, Tennessee, with 26 years in the industry. Mark joined Ameriprise Financial Services in 2018, after a year at Investment Professionals and seven years at Fifth Third Securities. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 48 advisors with offices in Columbia, and one of 44 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Columbia
Office816 S Garden St, Columbia, TN 38401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowAmeriprise Financial Services, LLCCurrent firm
- Apr 2017 – Sep 2018Investment Professionals, Inc.Previously
- 2010 – 2017Fifth Third Securities, Inc.Previously
- 2006 – 2010Truist Investment Services, Inc.Previously
- Dec 2004 – Aug 2006Voya Financial Partners, LLCPreviously
- Apr 2003 – Oct 2004PowelljohnsonPreviously
- May 2002 – Feb 2003UBS Financial Services Inc.Previously
Questions to ask Mark
Tailored to Mark’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Mark Meyer. Mark works from the Columbia, TN office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2000, about 26 years. Top 23% by experience in Columbia.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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