Meristem carefully selects teams for each client. Our advisors share a passion for providing the families we serve with independent, results-oriented advocacy. Our people are talented, accomplished individuals – many hold advanced degrees or professional designations in the financial field. Our common mission is to manage your wealth and help you discover, discuss, and execute a legacy for your children, grandchildren, and community.
Many of our Partners and Advisory Team members hold securities registrations. Along with their individual resumes, additional information is publically available on the SEC's website at www.adviserinfo.sec.gov. As well, descriptions of the various professional designations held by members of the team are provided in more detail at http://www.finra.org/investors/professional-designations. If you have any questions about our staff members, including their supervision, please contact Jim Robbins, Meristem's Chief Compliance Officer, at 952-835-2577.