John Meinhold
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
John Meinhold serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Over his 21-year career, he has developed a practice grounded in educating clients and addressing their individual financial ambitions. His approach emphasizes creating personalized plans that consider clients’ unique perspectives and priorities.
John's expertise includes areas such as divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned his bachelor's degree from Illinois State University and is affiliated with the College for Financial Planning.
Outside of his professional work, John is involved in his community through Make A Wish and various board positions on local organizations. His personal interests include baseball, golfing, and spending time with his family.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Divorce financial planning
Family Business
ESG / Sustainable investing
Work history
Bank Of America, N.a.
2011 - Present (15 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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Business activities & affiliations
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Kevin K
CFP®, ChFC®, Series 63, Series 66
Metamora, IL
Edward Jones
Timothy F
Series 66
Eureka, IL
Edward Jones
Michael G
Series 63, Series 65
Metamora, IL
Midwestern Securities Trading Company, LLC
William G
Series 63, Series 65
Eureka, IL
Inspire Advisors, LLC
Jeffrey S
Series 66
Metamora, IL
Midwestern Securities Trading Company, LLC
Elizabeth H
Series 66
Eureka, IL
Edward Jones
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