Eric Meyer

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Granger, IN

Credentials

Series 63, Series 66

Industry experience

9 years

About

Eric Meyer is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2016, progressing through roles including Planning Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, and Financial Representative.

Throughout his career at Fidelity Investments, Eric has focused on creating and maintaining comprehensive financial plans that support clients' financial goals and aspirations. His approach involves fostering a relaxed environment where clients feel comfortable discussing their financial objectives.

No additional information about Eric's education, credentials, personal interests, or community involvement has been provided.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

General retirement planning Income planning Wealth management Cash flow / budgeting

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Brokerage Services, Llc

2016 - Present (10 years)

University Of Kentucky

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brennan V

CFP®

Elkhart, IN

Vitality Wealth Planning

Hi, I’m Brennan, the founder of Vitality Wealth Planning and a CERTIFIED FINANCIAL PLANNER™ professional. At Vitality Wealth Planning, I help families achieve financial clarity and peace of mind, empowering them to live their best lives with purpose. I believe true wealth extends beyond money—it's about living a fulfilling life with confidence, personal freedom, and the security to pursue what matters most. My work goes beyond numbers and investments. I specialize in guiding multigenerational families, especially those in the "sandwich generation," as they care for aging parents and plan for future generations. With compassion and expertise, I simplify complex financial matters, helping clients navigate estate planning, tax strategies, wealth preservation, and more. My goal is to help people reduce financial stress, align their wealth with their vision, and build a legacy that reflects their core values. Driven by a desire to end suffering, I view money as a tool to bring clarity and purpose to life. Through a holistic approach, I guide clients to make intentional, confident choices that lead to a life of freedom, impact, and vitality.

Widow/Widower Sandwich Generation Gen X (Born 1965-1980)

Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Christian Faith Based Gen X (Born 1965-1980)

Leo P

CFP®, Series 63, Series 66

South Bend, IN

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Michael M

Series 66

Mishawaka, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Keith N

Series 63, Series 66

Goshen, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Tommy M

CFP®, Series 66

Elkhart, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management
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