Laif Meidell has been President of American Wealth Management since January 2008, is a control person of the firm and directly owns 75% or more of it. Laif Meidell holds an MBA from Regis University and a BS in finance from Brigham Young University.
American Wealth Management is a Reno, NV firm with $761M under management, 897 clients and 5 advisers in one office, as of its June 2026 filing.
Laif Meidell is President of American Wealth Management, based in Reno, Nevada. His career in the financial industry began in 1995. He became a Chartered Market Technician and created proprietary tactical strategies, known as Flexfolio™ strategies.
Laif Meidell’s longest registration is the current one, 18 years at American Wealth Management since 2008. Before joining American Wealth Management in 2008, Laif Meidell was registered through Associated Planners Investment Advisory Inc.
- LPL Financial Corporation– · under a yearReno, NV · Adviser representative · Firm CRD 6413
- American Wealth ManagementCurrent– present · 18 yearsReno, NV · Adviser representative · Firm CRD 122205
- Associated Planners Investment Advisory Inc– · 7 yearsReno, NV · Adviser representative · Firm CRD 104790
Professional designations
Listed by American Wealth Management
- Chartered Market Technician (CMT®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Laif Meidell is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from September 2008; the most recent is Texas, in November 2011.
- ArizonaSince 17 September 2009
- CaliforniaSince 25 June 2009
- ColoradoSince 8 April 2010
- NevadaSince 4 September 2008
- TexasResidentSince 21 November 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 October 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 1995 |
| Series 7 | General Securities Representative Examination | 29 June 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Laif Erik Meidell
- CRD
- 2627107
- Firm
- American Wealth Management · CRD 122205
- Role
- President
- Office
- 570 HAMMILL LANE, Reno, NV 89511
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- financialhealth.com
Where does Laif Meidell work?
Laif Meidell has been President of American Wealth Management since January 2008, and is a control person of the firm.
Is Laif Meidell a financial advisor?
Yes. Laif Meidell has a current investment-adviser registration in Arizona, California, Colorado, Nevada and Texas, through American Wealth Management since September 2008.
How many years of experience does Laif Meidell have?
Laif Meidell has 31 years in the financial industry, since June 1995, across 3 adviser firms.
What exams has Laif Meidell passed?
Laif Meidell has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1995. FINRA credited Laif Meidell with the SIE, which began in October 2018.
Where did Laif Meidell work before American Wealth Management?
Before American Wealth Management, Laif Meidell was registered through American Retirement Planners, May 2004 to July 2004; American Retirement Planners, March 1998 to December 2002.
Where is Laif Meidell based?
Laif Meidell’s registered office is in Reno, NV.
Is Laif Meidell registered with FINRA?
Yes. Laif Meidell has a current broker registration, under CRD 2627107.
Source: FINRA BrokerCheck
How can I verify Laif Meidell’s record?
Search CRD 2627107 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Laif Meidell’s full registration record.
