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RIA / WealthAdvisorCertified Financial Planner23 years in industry

MARK ALAN MEIER

Advisor at BEACON POINTE ADVISORS, LLC

Fort Atkinson, WI | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:2d26203d-f4db-1b03-ed28-eb78a01a3f69

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 5, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON POINTE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 5, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 7, 2005
First registration: May 5, 2003
Dual registered: no
Other names: MARK A MEIER
IAPD individual key: 4661202

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON POINTE ADVISORS, LLC	Independent wealth	Jul 9, 2026	n/a	yes	Fort Atkinson, WI\|NEWPORT BEACH, CA	Current employment
ADVISORY SERVICES NETWORK	Independent wealth	Feb 6, 2020	Jul 16, 2026	no	FORT ATKINSON, WI\|ATLANTA, GA	Previous registration
R. MEIER, INC.	Former SEC adviser	Mar 17, 2006	Jun 22, 2020	no	FORT ATKINSON, WI	Previous registration
BAKER TILLY INVESTMENT ADVISORS	Former SEC adviser	May 5, 2003	Mar 3, 2006	no	MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISORY SERVICES NETWORK	BEACON POINTE ADVISORS, LLC	Jul 16, 2026	Jul 9, 2026	-7	Firm change	RIA to RIA
R. MEIER, INC.	ADVISORY SERVICES NETWORK	Jun 22, 2020	Feb 6, 2020	-137	Firm change after gap	Other
BAKER TILLY INVESTMENT ADVISORS	R. MEIER, INC.	Mar 3, 2006	Mar 17, 2006	14	Firm change	Other

Relationships

Registered with (4)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Jul 9, 2026 to presentfactForm ADV
→ ADVISORY SERVICES NETWORKRegistered adviserregistration: previous registration
Feb 6, 2020 to Jul 16, 2026factForm ADV
→ R. MEIER, INC.Registered adviserregistration: previous registration
Mar 17, 2006 to Jun 22, 2020factForm ADV
→ BAKER TILLY INVESTMENT ADVISORSRegistered adviserregistration: previous registration
May 5, 2003 to Mar 3, 2006factForm ADV

Dated events

Occurred
Jul 16, 2026
Advisor changed firm
Mark Alan Meier left Advisory Services Network for Beacon Pointe Advisors, Llc (registered 2026-07-09)
Form ADVobserved 6 days ago