Unclaimed Profile

David Keith Meador

TRANSPARENT WEALTH PARTNERS LLC·LITTLE ROCK, Arkansas

SIE, Series 7, Series 63, Series 65Clean record15 years registeredTRANSPARENT WEALTH PARTNERS LLC

8315 CANTRELL ROAD, LITTLE ROCK, AR 72227CRD# 4074008Firm CRD# 308123

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Keith Meador · LITTLE ROCK, AR

Registration

CRD #4074008 · TRANSPARENT WEALTH PARTNERS LLC · 15 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Jul 2023 – present

TRANSPARENT WEALTH PARTNERS LLC

Jun 2020 – Jul 2023

LITTLE ROCK, AR

AMERIPRISE FINANCIAL SERVICES, LLC.

Oct 2016 – Jun 2020

LITTLE ROCK, AR

NEUBERGER BERMAN LLC

Jun 2011 – Oct 2016

Little Rock, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 27, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRANSPARENT WEALTH PARTNERS LLC

CRD 308123 · SEC 801-118453

AUM

$189M

Regulatory assets under management

Employees

577 client accounts

Services offered by TRANSPARENT WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRANSPARENT WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does David Keith Meador offer?

David Keith Meador specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are David Keith Meador's credentials?

David Keith Meador is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Keith Meador located?

David Keith Meador is based in LITTLE ROCK, Arkansas, working with TRANSPARENT WEALTH PARTNERS LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does David Keith Meador charge for services?

David Keith Meador's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSPARENT WEALTH PARTNERS LLC?

TRANSPARENT WEALTH PARTNERS LLC has approximately 4 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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