Advisor at Meixler Investment Management, Ltd.
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.
Firm
Meixler Investment Management, Ltd.
Location
Show Low, AZ 85901
Credentials
Series 63, Series 65
Industry experience
21 years
Michael Meixler is the principal of Meixler Investment Management, Ltd. in Show Low, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led his independent firm since 2013. Outside of advisory work, Mr. Meixler is involved in farming activities on the Meixler Family Farm, including a project to develop small family farms and charitable community gardens. Meixler Investment Management, Ltd. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $189.7 million in client assets. The firm employs a mix of fundamental, technical, and cyclical analysis to manage roughly 550 client accounts on an individualized, discretionary basis, utilizing a range of securities and active trading techniques.
Based on Meixler Investment Management, Ltd.
Based on Meixler Investment Management, Ltd.
Negotiable percentage up to a maximum of 1.50% annually
Fee-only: Annual fees based on a negotiated percentage of assets under management up to 1.50%
4451 S. White Mountain Road, Suite A
Show Low, AZ 85901
Arizona · California · Louisiana · Texas
Meixler Investment Management, Ltd
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Show Low, AZ
Arizona Wealth Strategies LLC
Series 63, Series 65
Show Low, AZ
McCauley Investment Advisory, LLC
Series 63, Series 65
Show Low, AZ
McCauley Investment Advisory, LLC
ChFC®, Series 63, Series 65
Pinetop, AZ
Primerica Advisors
Series 63, Series 66
Pinetop, AZ
Schwab Wealth Advisory
Series 63, Series 66
Show Low, AZ
LPL Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")