Dale R. Meyer

Born December 2, 1960, graduated suma cum laude from the University of Wisconsin - LaCrosse in 1983 earning a Bachelor of Science degree in Business Administration with a Finance major and an Accounting minor. Mr. Meyer has been actively engaged in the financial planning, securities and insurance business since 1983. Mr. Meyer is registered as a general securities representative with the Financial Industry Regulatory Authority, and is licensed as a securities agent and insurance agent in various state jurisdictions.

From 1984 to 1991, Mr. Meyer was registered as a general securities representative for Capital Financial Services, Inc., a securities broker dealer. In 1991, he became registered with Coordinated Capital Securities, Inc., his current broker dealer.

Check the background of this investment professional on FINRA's BrokerCheck.

Securities and Investment Advice are offered by qualified individuals through Coordinated Capital Securities, Inc. (CCS) Member FINRA / SIPC. Meyer Financial and CCS are not affiliated. The CCS Financial Professional associated with this site may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For more information on the professional background of CCS and its licensed individuals visit www.brokercheck.finra.org. For information regarding the types of services CCS offers; the fees, costs, conflicts of interest, and required standard of conduct associated with those services; whether CCS and its financial professionals have reportable legal or disciplinary history; and, how to get more information about the CCS please see the  Customer Relationship Summary.