Unclaimed Profile

Niki Marie Dillman

MERIDIAN WEALTH MANAGEMENT, LLC·LEXINGTON, Kentucky

SIE, Series 7, Series 66Clean record11 years registeredMERIDIAN 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 · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC

Mar 2015 – Aug 2022

LEXINGTON, KY

WEALTH MANAGEMENT OF KENTUCKY, INC.

Nov 2014 – Mar 2015

LEXINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 14, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERIDIAN WEALTH MANAGEMENT, LLC

CRD 151523 · SEC 801-70676

AUM

$2.9B

Regulatory assets under management

Employees

8,456 client accounts

Services offered by MERIDIAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERIDIAN WEALTH MANAGEMENT, LLC →

Introduction

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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.

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, last registered with MERIDIAN WEALTH MANAGEMENT, LLC.

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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