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Brant Lawrence Meyer

Investment Adviser Representative at Principal Securities, Inc.

Wausau, WICRD #7194180Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brant Lawrence Meyer is an investment adviser representative with Principal Securities, Inc. in Wausau, WI, where they have been registered since 2020. They have worked in the securities industry since 2019. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, Wisconsin
Broker:
15 states and territories

Alaska, Arizona, Colorado, Florida, Illinois, Indiana, Michigan, Minnesota, New Mexico, North Dakota, Ohio, Oregon, Pennsylvania, Texas, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/25/2020
Series 7
General Securities Representative Examination
Passed 12/7/2019
SIE
Securities Industry Essentials Examination
Passed 10/19/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Principal Securities, Inc.Current
1/27/2020 – Wausau, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Principal Life Insurance Company
    Mar 2023 – no end date reportedWausau, WI
  2. Principal Securities Inc
    Oct 2019 – no end date reportedWausau, WI
  3. ACADIA Pharmaceuticals Inc
    Apr 2016 – Oct 2019San Diego, CA
  4. True North Advisors of WI
    Mar 2020 – Mar 2023Wausau, WI
  5. Northwoods Financial Strategies
    Mar 2023 – no end date reportedWausau, WI
  6. Union Financial, Inc.
    Jan 2026 – no end date reportedWausau, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Principal Securities, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,635
Offices listed on AdvisorFinder:
26
Main office:
Des Moines, IA
SEC file number:
801-54949

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brant Lawrence Meyer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brant Lawrence Meyer (Principal Securities) | AdvisorFinder