Broker Check
William L. Meyer, AIF, CLU, ChFC

William L. Meyer, AIF, CLU, ChFC

President and Co-Founder

I graduated from Maryville College in 1978, and earned my Chartered Life Underwriter (“CLU”) and Chartered Financial Consultant (“ChFC”) degrees from The American College of Bryn Mawr Pennsylvania in 1983. I obtained the Accredited Investment Fiduciary (“AIF”) designation in 2013, which required extensive coursework in implementing prudent processes regarding investment practices including their Code of Ethics & Conduct Standards. I am married with 3 children, and live in Clarkson Valley Missouri. My personal interests include philanthropy for children, golf, hiking, skiing, and reading.


In addition to holding life, health, & P&C insurance licenses’, I also have the following securities licenses’; Series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87.  I was admitted to the Palladin Registry of Advisors in 2006, and was chosen by my clients and St. Louis magazine in 2008 through 2023 as a FIVE STAR WEALTH MANAGER in the category of “Best in Client Satisfaction Wealth Managers”.