Broker Check
Keith R. Meyers, CLU®, ChFC®, CFP®

Keith R. Meyers, CLU®, ChFC®, CFP®

Investment Advisor Representative with Osaic Wealth, Inc

I was raised in Cannon Falls, MN and graduated from Minnesota State University, Mankato in 2001.  I obtained my bachelor’s degree in Finance in a fairly new Personal Financial Planning program that was established at Mankato in 1997.  Time moves pretty fast and it's hard to believe I now have over two decades of experience as a financial planner.  Truthfully, I still feel pretty young but writing 'two decades' makes me sound kind of old (not to mention the gray...thinning hair).  Most people come to talk to me when they have a change in their lives.  In some respects, I've become a financial problem solver by helping people become aware of different financial options they might have to help them reach their goals.  More specifically, my key focus has become helping business owners, pre-retiree's, retiree's, surviving spouses and heirs navigate money decisions.  Over the years, those four key moments in my clients lives have been where I've felt the most helpful and where I've felt the most gratification.  Some of those conversations are hard but the acquired knowledge of helping many people through those situations is one of the reasons I feel I was called to this career.

It's almost embarrassing to list out my 'Credentials' and 'Community Involvement' but I guess that's what people feel compelled to do in a bio.  Ultimately, my core values are really what's important.  Those values are how my parents raised me and what my life experience has given me.  Treating people fairly and honestly, doing the right thing and working hard (for my family, community and clients) are important to me.  As any human being, I'm not perfect but those are three areas I do my best to be intentional about.  Actions speak louder than words, so I guess maybe that's what the 'Credentials' and 'Community Involvement' list is there for.  

I still enjoy attempting to play competitive sports (competitive in terms of a person in their mid-40's), spending time coaching kids and a little bit of hunting/fishing.  Tammy and I are proud parents of three young adults that humble us in many ways every day.  We are grateful to be part of the Cannon Falls community where we both grew up.  We love to play cards (500 and cribbage specifically) and board games, watch high school sports and also enjoy boating and traveling in North America.  Maybe someday we'll expand our travels but long plane rides are bit of a barrier for both of us.       


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

Licenses include; Series 7 General Securities Representative - Series 6 Investment Company Variable Contracts - Minnesota Life and Health Insurance

State Securities Licensed in FL, TX, AZ, WI, SD, NY, MN, OK, CA, OK, VA

Community Involvement

John Burch Park Supporters

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

2019 - Present Capital Campaign Fundraising Chair

Cannon Falls Youth Athletics

2018- Present ; Board Member and Football Coordinator (grades 1-6)

Cannon Falls Youth Baseball and Diamond Club

2016-2023 Youth Baseball Coach

2024- Present Diamond Club Board Member

Cannon Falls Bears Amateur Baseball Team 

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

Cannon Falls Schools
2012-Present: Volunteer Assistant Varsity Coach

2019-2023 Junior High Football Coach

First English Lutheran Church, Cannon Falls

2004-2007 and 2019-2023: Confirmation Mentor
August 2006-January 2009 : Church Council Member

August 2007-2013: Stewardship Committee Chair
August 2011-2019: Sunday School Teacher
August 2013-2019: Sunday School Superintendent   

Economic Initiatives of Cannon Falls
2016- Present - Board Member holding various positions over the years (Vice President - Secretary)

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

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

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