William Meyers has been an investment adviser representative at Lord and Richards Wealth Management since July 2024, and is not listed among the firm’s executive officers or direct owners. William Meyers holds a B.S. in Engineering from the University of Colorado.
Lord and Richards Wealth Management, LLC is a Highlands Ranch, CO firm with $129M under management, 1,228 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Will Meyers is Director of Financial Planning of Lord and Richards. He has over 25 years experience in wealth management, taxation, higher education and telecommunications. He worked for Lucent Technologies and has also worked at the University of Denver, the University of Colorado and a small family owned business.
William Meyers’ longest registration was 4 years at Commonwealth Financial Network (2020–2024). Before joining Lord and Richards Wealth Management in 2024, William Meyers was registered through Commonwealth Financial Network and Avantax Advisory Services.
- Lord and RichardsCurrent– present · 2 yearsHighlands Ranch, CO · Adviser representative · Firm CRD 328907
- Commonwealth Financial Network– · 4 yearsParker, CO · Adviser representative · Firm CRD 8032
- Avantax Advisory Services– · 3 yearsParker, CO · Adviser representative · Firm CRD 104556
Professional designations
Listed by Lord and Richards Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
William Meyers is registered as an investment adviser representative in Colorado, since July 2024.
- ColoradoSince 8 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 July 2016 |
| Series 7 | General Securities Representative Examination | 2 May 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William W Meyers
- CRD
- 5666018
- Firm
- Lord and Richards Wealth Management · CRD 328907
- Office
- 8744 KENDRICK CASTILLO WAY, SUITE 100, Highlands Ranch, CO 80129
- Registration
- Investment adviser registration
- In the industry since
- December 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lordandrichards.com
Where does William Meyers work?
William Meyers is an investment adviser representative registered through Lord and Richards Wealth Management, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is William Meyers a financial advisor?
Yes. William Meyers has a current investment-adviser registration in Colorado, through Lord and Richards Wealth Management since July 2024.
How many years of experience does William Meyers have?
William Meyers has 14 years in the financial industry, since December 2011, across 3 adviser firms.
What exams has William Meyers passed?
William Meyers has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2014. FINRA credited William Meyers with the SIE, which began in October 2018.
Where did William Meyers work before Lord and Richards Wealth Management?
Before Lord and Richards Wealth Management, William Meyers was registered through Commonwealth Financial Network, May 2020 to June 2024; Avantax Advisory Services, August 2016 to May 2020.
Where is William Meyers based?
William Meyers’ registered office is in Highlands Ranch, CO.
Is William Meyers registered with FINRA?
No. William Meyers has no current broker registration.
Is William Meyers a CFP?
Lord and Richards Wealth Management lists William Meyers with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify William Meyers’ record?
Search CRD 5666018 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Meyers’ full registration record.
