Unclaimed Profile

Richard Nelson Mower

MERIDIAN WEALTH MANAGEMENT LLC·BOULDER, Colorado

SIE, Series 7, Series 24, Series 31, Series 63, Series 65CFP27 years registeredMERIDIAN WEALTH MANAGEMENT LLC

4430 ARAPAHOE AVE, BOULDER, CO 80303CRD# 2764155Firm CRD# 161144

Profile Verification

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

Identity

Richard Nelson Mower · BOULDER, CO

Registration

CRD #2764155 · MERIDIAN WEALTH MANAGEMENT LLC · 27 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Feb 2023 – present

MERIDIAN WEALTH MANAGEMENT LLC

May 2012 – Mar 2023

Golden, CO

LPL FINANCIAL LLC

Dec 2005 – Jun 2013

DENVER, CO

WELLS FARGO INVESTMENTS, LLC

Jan 1999 – Dec 2005

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2006Customer Dispute·Denied

1 disclosure event 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 Richard Nelson Mower offer?

Richard Nelson Mower specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.

What are Richard Nelson Mower's credentials?

Richard Nelson Mower holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Nelson Mower located?

Richard Nelson Mower 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 Richard Nelson Mower charge for services?

Richard Nelson Mower'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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