Unclaimed Profile

Cain Benjamin Kobert

MERIDIAN WEALTH MANAGEMENT LLC·BOULDER, Colorado

SIE, Series 7, Series 24, Series 31, Series 63, Series 65CFP25 years registeredMERIDIAN WEALTH MANAGEMENT LLC

4430 ARAPAHOE AVE, BOULDER, CO 80303CRD# 2673742Firm CRD# 161144

Profile Verification

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

Identity

Cain Benjamin Kobert · BOULDER, CO

Registration

CRD #2673742 · MERIDIAN WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

May 2023 – present

IHT WEALTH MANAGEMENT LLC

Jun 2019 – present

INDEPENDENT FINANCIAL PARTNERS

Nov 2017 – Jul 2019

Boulder, CO

LPL FINANCIAL LLC

Nov 2016 – Aug 2018

GOLDEN, CO

WESTERN WEALTH MANAGEMENT LLC

Jun 2016 – Nov 2017

GOLDEN, CO

WESTERN WEALTH MANAGEMENT LLC

Feb 2015 – Jun 2016

BOULDER, CO

LPL FINANCIAL LLC

Jun 2006 – Sep 2016

GOLDEN, CO

PIPER JAFFRAY & CO.

Mar 2001 – Jun 2006

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · March 22, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2024Customer Dispute·Settled

2024Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MERIDIAN WEALTH MANAGEMENT LLC

CRD 161144 · SEC 801-76586

AUM

$514M

Regulatory assets under management

Employees

810 client accounts

Services offered by MERIDIAN WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MERIDIAN WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Cain Benjamin Kobert offer?

Cain Benjamin Kobert specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.

What are Cain Benjamin Kobert's credentials?

Cain Benjamin Kobert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Cain Benjamin Kobert located?

Cain Benjamin Kobert is based in BOULDER, Colorado, working with MERIDIAN WEALTH MANAGEMENT LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Cain Benjamin Kobert charge for services?

Cain Benjamin Kobert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERIDIAN WEALTH MANAGEMENT LLC?

MERIDIAN WEALTH MANAGEMENT LLC has approximately 7 employees and manages $514M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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