David Meier
Dave is a founding member of The Wellstone Group. He has worked extensively in the field of financial management since 1993. His responsibilities include oversight of the firm’s planning team, meeting with clients to create and monitor their financial plan, and managing portfolios. The Wellstone Group will organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future and legacy goals.
A native Oregonian, Dave attended Portland State University before embarking on a 30 year career with Tektronix where he was involved in manufacturing management, specializing in manufacturing efficiency and quality control systems design. Dave’s entrepreneurial spirit has resulted in ownership interest in a number of small businesses throughout his career. A long standing interest in finances and investing, coupled with his desire to serve people, led him to the financial management field.
Dave is a Registered Representative and an Investment Advisor Representative with NEXT Financial Group, Inc. and holds Series 6, 22, 62, 63, and 65 licenses. He is also licensed to sell Life Insurance and Annuities in multiple states.
Outside of work, Dave enjoys spending time with his wife & family as well as reading, hiking, outdoor activities, traveling and antiques. http://www.thewellstonegroup.com