ANDREW ALLEN MEYER

ANDREW ALLEN MEYER is currently employed as a Broker and/or Investment Adviser at THRIVENT INVESTMENT MANAGEMENT INC. located at 13500 WATERTOWN PLANK RD, ELM GROVE, WI, 53122.

ANDREW ALLEN MEYER has worked at THRIVENT INVESTMENT MANAGEMENT INC. since November 10, 2011

Disclosure History

ANDREW ALLEN MEYER has 1 Disclosure Event(s).

Date: March 04, 2013
Category: Customer Dispute
Allegations: CUSTOMER ALLEGES HE WAS NOT AWARE HE WAS PAYING FOR LIFE INSURANCE WHEN HE PURCHASED A VARIABLE UNIVERSAL LIFE IN SEPTEMBER 2012. FIRM FOUND NO WRONGDOING BY THE RRS BUT ACKNOWLEDGES THAT THERE WAS A MISUNDERSTANDING BETWEEN CUSTOMER AND RRS WHICH RESULTED IN FIRM REVERSING THE CONTRACT AS A GOODWILL GESTURE.
Damage Amount Requested: $42,810.00
Settlement Amount: $57,582.30
Broker Comment: FIRM INADVERTENTLY PUT SURRENDER CHARGES WAIVED AS THE SETTLEMENT AMOUNT BUT CUSTOMER ACTUALLY RECEIVED REFUND OF PREMIUM MINUS COST OF INSURANCE ($57,582.30).

More Information

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BrokerCheck is the source of the data included in this Report. The data was compiled on June 29, 2018.

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