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Mark Thomas Meredith

MEREDITH WEALTH PLANNING LLC·MARYVILLE, Illinois
SIE, Series 6, Series 7, Series 63, Series 66CFPClean record15 years registeredMEREDITH WEALTH PLANNING LLC
6300 EAST MAIN STREET, MARYVILLE, IL 62062CRD# 5669758Firm CRD# 300019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Thomas Meredith · MARYVILLE, IL
Registration
CRD #5669758 · MEREDITH WEALTH PLANNING LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

MEREDITH WEALTH PLANNING
Mar 2019 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Nov 2011 – Mar 2019
GLEN CARBON, IL
UVEST FINANCIAL SERVICES GROUP, INC.
Jul 2011 – Nov 2011
EDWARDSVILLE, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · July 15, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MEREDITH WEALTH PLANNING LLC
CRD 300019 · SEC 801-122113
AUM
$242M
Regulatory assets under management
Employees
2
713 client accounts
Services offered by MEREDITH WEALTH PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MEREDITH WEALTH PLANNING LLC →
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05

Frequently Asked Questions

What services does Mark Thomas Meredith offer?
Mark Thomas Meredith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARYVILLE, Illinois for a consultation.
What are Mark Thomas Meredith's credentials?
Mark Thomas Meredith holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Mark Thomas Meredith located?
Mark Thomas Meredith is based in MARYVILLE, Illinois, working with MEREDITH WEALTH PLANNING LLC. Their office serves clients in the MARYVILLE metropolitan area and surrounding communities.
How does Mark Thomas Meredith charge for services?
Mark Thomas Meredith's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEREDITH WEALTH PLANNING LLC?
MEREDITH WEALTH PLANNING LLC has approximately 2 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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