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Donald Wesley Meeker

TMFS-TOLEDO, LLC·MAUMEE, Ohio
Series 65Clean record20 years registeredTMFS-TOLEDO, LLC
475 W. DUSSEL DRIVE, MAUMEE, OH 43537CRD# 5079253Firm CRD# 138244

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Wesley Meeker · MAUMEE, OH
Registration
CRD #5079253 · TMFS-TOLEDO, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

EDELMAN FINANCIAL ENGINES
Nov 2016 – present
FINANCIAL ENGINES ADVISOR CENTER, LLC
Apr 2016 – Nov 2016
MAUMEE, OH
THE MUTUAL FUND STORE
Feb 2006 – Apr 2016
MAUMEE, OH
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 1, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TMFS-TOLEDO, LLC
CRD 138244 · SEC 801-79839
AUM
$118M
Regulatory assets under management
Employees
2
865 client accounts
Services offered by TMFS-TOLEDO, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TMFS-TOLEDO, LLC →
Introduction

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05

Frequently Asked Questions

What services does Donald Wesley Meeker offer?
Donald Wesley Meeker specializes in Financial Planning, Investment Management. Contact their office in MAUMEE, Ohio for a consultation.
What are Donald Wesley Meeker's credentials?
Donald Wesley Meeker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Wesley Meeker located?
Donald Wesley Meeker is based in MAUMEE, Ohio, working with TMFS-TOLEDO, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does Donald Wesley Meeker charge for services?
Donald Wesley Meeker'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 TMFS-TOLEDO, LLC?
TMFS-TOLEDO, LLC has approximately 2 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Phillip Joel Riley
MAUMEE, OH

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