Keith R. Meyers, CLU, ChFC,CFP

Keith was raised in Cannon Falls, MN and graduated from Minnesota State University, Mankato in 2001 where he obtained his bachelor’s degree in Finance and Personal Financial Planning. Keith has over a decade of experience in the financial planning business, focusing on helping individuals and small businesses with their life insurance and retirement planning. Keith’s key focus is helping retirees and pre-retirees develop a plan and have conversations about the transition into retirement.

Through his honesty, integrity and expertise, Keith’s passion to help others is evident in all aspects of his life. He is a past board member of the local United Way, serves as Sunday School Superintendent at his Church, teaches Sunday School and served on the executive committee which helped raise funds to rebuild the local library. He is also, vice president and player of the Cannon Falls Bears Amateur Baseball Team.

He and his wife Tammy have three children and live in Cannon Falls, Minnesota.

Credentials

Bachelor of Science Degree in Finance with emphasis in Personal Financial Planning Minnesota State University, Mankato 2001.

Passed Certified Financial Planner™ Exam (CFP®) at first sitting in 2007

Chartered Life Underwriter (CLU®) 2005
The American College – Bryn Mawr, PA

Chartered Financial Consultant (ChFC®) 2006
The American College – Bryn Mawr, PA

Passed Series 7 General Securities Representative at first sitting in 2003.

Passed Series 6 Investment Company Variable Contracts

Representative at first sitting in 2001.

Passed Minnesota Life and Health Insurance test at first sitting in January of 2001.

Community Involvement

John Burch Park Supporters

2002-Present: Member of committee committed to improve and maintain local athletic field.

First English Lutheran Church, Cannon Falls
2004-2007: Confirmation Mentor
August 2006-January 2009 : Church Council Member

August 2007-2013: Stewardship Committee Chair
August 2011-Present: Sunday School Teacher
August 2013-Present: Sunday School Superintendent   

Cannon Falls Bears Amateur Baseball Team 

2004-2015: On-Field Manager and Player 
2004-Present: Vice President and player

Cannon Falls High School
2012-Present: Volunteer Assistant Varsity Coach

United Way of Goodhue, Wabasha and Pierce Counties
February 2006-2013: Board of Directors
February 2007-May 2009: Treasurer

Cannon Falls Medical Center
September 2009-2013: Community Committee Member

Cannon Falls Library Capital Campaign
November 2010-2012: Executive Board Member