Unclaimed Profile

Niki Marie Dillman

MERIDIAN WEALTH MANAGEMENT, LLC·LEXINGTON, Kentucky

MERIDIAN WEALTH MANAGEMENT, LLC

250 WEST MAIN STREET, LEXINGTON, KY 40507CRD# 6113237Firm CRD# 151523

Profile Verification

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

Identity

Niki Marie Dillman · LEXINGTON, KY

Registration

CRD #6113237 · MERIDIAN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Niki Marie Dillman is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with MERIDIAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MERIDIAN WEALTH MANAGEMENT, LLC

AUM

$2.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MERIDIAN WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6113237

Firm CRD# 151523

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Niki Marie Dillman offer?

Niki Marie Dillman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Niki Marie Dillman's credentials?

Niki Marie Dillman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Niki Marie Dillman located?

Niki Marie Dillman is based in LEXINGTON, Kentucky, working with MERIDIAN WEALTH MANAGEMENT, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Niki Marie Dillman charge for services?

Niki Marie Dillman'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 37 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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