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John Michael Meisner

Investment Adviser Representative at TRUBEE WEALTH ADVISORS, INC.

Buffalo, NYCRD #6069294Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
28 states
Exams Passed
5

Professional summary

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

John Michael Meisner has worked in the securities industry since 2012. They are registered to provide investment advisory services in 28 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 28 states
AlaskaCaliforniaConnecticutFloridaGeorgiaIllinoisIndianaKansasMaineMarylandMassachusettsMinnesotaMissouriNew HampshireNew JerseyNew YorkNorth CarolinaOhioOklahomaPennsylvaniaSouth CarolinaSouth DakotaTennesseeTexasVirginiaWest VirginiaWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/18/2013
Series 99
Operations Professional Examination
Passed 6/29/2012
Series 27
Financial and Operations Principal Examination
Passed 4/4/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0002.00%
Over $1,000,0001.50%
Source

Trubee Wealth Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TRUBEE WEALTH ADVISORS, INC.Current
7/12/2023Buffalo, NY
TRUBEE WEALTH ADVISORS, INC.
7/2/20122/27/2023Buffalo, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. John Michael Meisner 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.

John Michael Meisner - Financial Advisor in Buffalo, NY | AdvisorFinder