Jeff Meiling

Jeff Meiling Jeff Meiling

VP Investment Services / Program Manager / Wealth Advisor      

(801) 260-7726
jmeiling.LPL@cypruscu.com

 

Jeff started his investment career as a mutual fund sales consultant with Fidelity Investments in Salt Lake City. He has over 20 years of investment experience; helping his clients meet all facets of their financial goals. Jeff specializes in retirement income planning and wealth preservation strategies.

 

“I give all the credit to my parents, who helped me understand, at an early age, what it means to invest and earn a stock dividend. I remember at age 12, looking at my brokerage statement and being excited about earning a quarterly dividend from a utility company. I feel that same excitement today, while providing financial education to credit union members and helping them pursue their financial goals.”

 

Jeff and Brittany have three children and live in Daybreak. Jeff loves playing tennis and is active in local USTA leagues as both a player and a coach. In addition to spending time with family, Jeff is an avid fly fisherman, golfer, and is an active member of the American Numismatic Association.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cyprus Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union Deposits or ObligationsNot Credit Union Guaranteed May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, ID, NV, CA, MN, AZ, CO, WA


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