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Grant Meyer, CFP®

Financial Planner | Proud Father | Rockstar Runner

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GTS Financial Grant Meyer, CFP®
Bloomington, Minnesota

Serving Clients Nationwide

Financial Planner | Proud Father | Rockstar Runner

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Areas of Focus

  • Financial Life Planning
  • Inherited Wealth
  • Investment Management
  • Owning a Business
  • Socially Responsible Investing

About Me

Hi, I'm Grant Meyer. Over the past 14 years in the industry, I've found joy, purpose, and fulfillment in helping people navigate their financial futures. I pride myself on a no-sales, down-to-earth approach to retirement and financial planning.

Additionally, I have extensive experience in helping widows navigate their financial lives after loss.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association
  • XY Planning Network

Primary Location

3800, American Boulevard West, Bloomington, Minnesota, 55431

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Pro Bono

What to expect in the first meeting

You should be prepared to talk about more than just money – we want to learn about YOU – the real you!  We hope to learn about you, what your interests are and what your hopes and dreams are for your future. We'll then discuss ways we might be able to work together if we are a good fit. Once the meeting is over, we'll both take time to think about our meeting and make sure we're a good fit for one another.

Offers Investment Management

Yes

About our Firm

Unlike other advisors that try to sell something to anyone and everyone, we’re selective about who we work with. We aim to be everything for a limited few. We strive to build relationships with the people we do our best work with. Rather than having an account with some large company where you're one of many, wouldn't you like to find someone who gets you?

We are a certified B Corp and we believe our company can be a force of good for the community.

Education

Concordia University - St Paul, MN

Volunteer Experience

Wings For Widows - Financial coach helping recent widows navigate their finances. Financial Planning Association - nonprofit promoting financial literacy in the community.

Awards and Honors

  • 2021 Top 10 Young Advisors To Watch

Badges

Languages

  • English

Hobbies and Interests

  • Exercising
  • Family
  • Golf
  • Running
  • Soccer
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Investors
  • Living in Retirement
  • Real Estate Investors
  • Widow

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