Unclaimed Profile

Edward James Meek

EDGE FINANCIAL ADVISORS, LLC·WHEATON, Illinois

SIE, Series 6, Series 7, Series 8, Series 63, Series 65Clean record28 years registeredEDGE FINANCIAL ADVISORS, LLC

111 WEST WESLEY STREET, WHEATON, IL 60187CRD# 2246630Firm CRD# 136426

Profile Verification

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

Identity

Edward James Meek · WHEATON, IL

Registration

CRD #2246630 · EDGE FINANCIAL ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Mar 2026 – present

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Mar 2026 – present

ALPHA CUBED INVESTMENTS, LLC

Jan 2016 – Jan 2018

Wheaton, IL

EDGE FINANCIAL ADVISORS, LLC

Aug 2005 – Mar 2026

Wheaton, IL

STRATEGIC ADVISERS, INC.

Aug 1998 – Sep 2005

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · August 9, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDGE FINANCIAL ADVISORS, LLC

CRD 136426 · SEC 801-64547

AUM

$362M

Regulatory assets under management

Employees

1,035 client accounts

Services offered by EDGE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EDGE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Edward James Meek offer?

Edward James Meek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.

What are Edward James Meek's credentials?

Edward James Meek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward James Meek located?

Edward James Meek is based in WHEATON, Illinois, working with EDGE FINANCIAL ADVISORS, LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.

How does Edward James Meek charge for services?

Edward James Meek's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: sub-advisory service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDGE FINANCIAL ADVISORS, LLC?

EDGE FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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