Financial advisor
Tim Meyers
Now at Osaic · Meyers Wealth Management Group · Wenatchee, WA
Registered as TIMOTHY KENNETH MEYERS
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Meyers Wealth Management Group | LPL Financial | Osaic | Lateral | February 4, 2026 | $285M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| OSAIC WEALTH, INC. | Investment adviser | January 29, 2026 | Current |
| OSAIC WEALTH, INC. | Broker-dealer | January 29, 2026 | Current |
| LPL FINANCIAL LLC | Investment adviser | July 6, 2018 | February 11, 2026 |
| LPL FINANCIAL LLC | Broker-dealer | July 6, 2018 | February 11, 2026 |
| INVESTMENT PROFESSIONALS, INC. | Investment adviser | November 23, 2015 | July 10, 2018 |
| INVESTMENT PROFESSIONALS, INC. | Broker-dealer | November 23, 2015 | July 10, 2018 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | September 11, 2014 | November 23, 2015 |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | September 5, 2014 | November 23, 2015 |
| SAGEPOINT FINANCIAL, INC. | Investment adviser | July 3, 2014 | September 5, 2014 |
| SAGEPOINT FINANCIAL, INC. | Broker-dealer | June 25, 2014 | September 5, 2014 |
| BIC DISTRIBUTORS, LLC | Broker-dealer | January 23, 2014 | May 14, 2014 |
| CETERA ADVISORS LLC | Investment adviser | July 15, 1997 | January 3, 2014 |
| CETERA ADVISORS LLC | Broker-dealer | April 25, 1997 | January 3, 2014 |
| MURPHEY FAVRE, INC. | Broker-dealer | January 21, 1995 | April 28, 1997 |
| WADDELL & REED, INC. | Broker-dealer | September 30, 1993 | January 3, 1995 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.