Unclaimed Profile

David Burke Hansen

MERIDIAN WEALTH MANAGEMENT LLC·BOULDER, Colorado

SIE, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredMERIDIAN WEALTH MANAGEMENT LLC

4430 ARAPAHOE AVE, BOULDER, CO 80303CRD# 1237825Firm CRD# 161144

Profile Verification

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

Identity

David Burke Hansen · BOULDER, CO

Registration

CRD #1237825 · MERIDIAN WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERIDIAN WEALTH MANAGEMENT LLC

LPL FINANCIAL LLC

Feb 2023 – Apr 2026

BOULDER, CO

MERIDIAN WEALTH MANAGEMENT LLC

May 2012 – Mar 2023

BOULDER, CO

LPL FINANCIAL LLC

Nov 2005 – Mar 2013

BOULDER, CO

UBS FINANCIAL SERVICES INC.

Nov 2000 – Dec 2005

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 1, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 David Burke Hansen offer?

David Burke Hansen specializes in Financial Planning, Investment Management.

What are David Burke Hansen's credentials?

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

Where is David Burke Hansen located?

David Burke Hansen is based in BOULDER, Colorado, last registered with MERIDIAN WEALTH MANAGEMENT LLC.

How does David Burke Hansen charge for services?

David Burke Hansen'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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