James Martin Meussner is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-06-09 | present | Yes |
| TARBOX FAMILY OFFICE, INC. | 2024-07-15 | 2024-12-06 | — |
| CHARLES SCHWAB & CO., INC. | 2021-07-22 | 2024-06-20 | — |
| PRINCIPAL SECURITIES, INC. | 2021-01-19 | 2021-07-20 | — |