Deanna Meyer has been an investment adviser representative at Dodds Wealth since January 2023, and is not listed among the firm’s executive officers or direct owners.
Dodds Wealth, LLC is a Greenwood Village, CO firm with $706M under management, 421 clients and 7 advisers across 2 offices, as of its May 2026 filing.
Deanna Meyer is Partner & Financial Advisor of Dodds Wealth. She began her career in the financial services industry in 1986 and joined the team in 2014 as a Financial Advisor, when her previous firm was acquired by Dodds Wealth. She was promoted to Partner in 2020, and as a Financial Advisor she helps clients build individualized financial plans and also focuses on life insurance.
Deanna Meyer’s longest registration was 8 years at Dodds Wealth Management Group (2014–2023). Before joining Dodds Wealth in 2023, Deanna Meyer was registered through Dodds Wealth Management Group and LPL Financial LLC.
- Dodds Wealth, LLCCurrent– present · 3 yearsColorado Springs, CO · Adviser representative · Firm CRD 323632
- Dodds Wealth Management Group– · 8 yearsColorado Springs, CO · Adviser representative · Firm CRD 131734
- LPL Financial LLC– · 8 yearsColorado Springs, CO · Adviser representative · Firm CRD 6413
- Sii Investments, Inc.– · 1 yearColorado Springs, CO · Adviser representative · Firm CRD 2225
Investment adviser representative registrations
Deanna Meyer is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2023; the most recent is Texas, in April 2024.
- ColoradoSince 6 January 2023
- TexasResidentSince 9 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 September 2013 |
| Series 7 | General Securities Representative Examination | 8 May 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Deanna Lee Meyer
- CRD
- 2810635
- Firm
- Dodds Wealth · CRD 323632
- Office
- 1155 KELLY JOHNSON BLVD, SUITE 130, Colorado Springs, CO 80920
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- doddswealth.com
Where does Deanna Meyer work?
Deanna Meyer is an investment adviser representative registered through Dodds Wealth, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Deanna Meyer a financial advisor?
Yes. Deanna Meyer has a current investment-adviser registration in Colorado and Texas, through Dodds Wealth since January 2023.
How many years of experience does Deanna Meyer have?
Deanna Meyer has 23 years in the financial industry, since May 2003, across 4 adviser firms.
What exams has Deanna Meyer passed?
Deanna Meyer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2003. FINRA credited Deanna Meyer with the SIE, which began in October 2018.
Where did Deanna Meyer work before Dodds Wealth?
Before Dodds Wealth, Deanna Meyer was registered through Sii Investments, Inc., September 2013 to October 2014.
Where is Deanna Meyer based?
Deanna Meyer’s registered office is in Colorado Springs, CO.
Is Deanna Meyer registered with FINRA?
No. Deanna Meyer has no current broker registration.
How can I verify Deanna Meyer’s record?
Search CRD 2810635 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Deanna Meyer’s full registration record.
