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Niki Marie Dillman

MERIDIAN WEALTH MANAGEMENT, LLC·LEXINGTON, Kentucky
Unclaimed Profile
250 WEST MAIN STREET, LEXINGTON, KY 40507CRD# 6113237Firm CRD# 151523
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC
AUM
$2.9B
Regulatory assets under management
Employees
37
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6113237
Firm CRD# 151523
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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