Edward J. Meek

EDGE FINANCIAL ADVISORS

Wheaton, IL 60189

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CRD#: 2246630

Professional summary

Edward James Meek, CFP® is a registered financial advisor currently at EDGE FINANCIAL ADVISORS, LLC located in Wheaton, Illinois.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Edward has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 8 exams.

Question & Answer

What are your service offerings?

Tax Planning

Estate Planning

Insurance Planning

Investment Planning

Employee and Employer Plan Ben...

Retirement Income Management

Retirement Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

THE NATURE OF THE OTHER BUSINESS IS SELLING LIFE/HEALTH/DISABILITY INSURANCE AS AN INDEPENDENT AGENT. THE APPROXIMATE NUMBER OF HOURS/MONTH I DEVOTE TO THE OTHER BUSINESS IS 1.2 HRS/MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward James Meek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

August 15, 2005 - Present

EDGE FINANCIAL ADVISORS, LLC

Office #1: 1776 S. Naperville Road Suite 102a, Wheaton, IL 60189

RIA

CRD#: 136426

Wheaton, IL

Past

January 6, 2016 - January 12, 2018

ALPHA CUBED INVESTMENTS, LLC

RIA

CRD#: 159347

Wheaton, IL

Past

December 3, 2014 - March 21, 2016

D.H. HILL SECURITIES, LLLP

CRD#: 41528

WINFIELD, IL

Past

January 23, 2012 - October 11, 2013

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

WINFIELD, IL

Past

February 19, 2007 - December 31, 2011

MT RUSHMORE SECURITIES LLC

CRD#: 130955

WINFIELD, IL

Past

August 9, 1998 - September 7, 2005

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

OAK BROOK, IL

Past

June 13, 1994 - September 7, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

June 16, 1992 - June 9, 1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

June 16, 1992 - June 9, 1994

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EDGE FINANCIAL ADVISORS, LLC

ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/15/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/16/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/21/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/15/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 8

Date: 6/13/1997

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

EDGE FINANCIAL ADVISORS, LLC

ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

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Contact information

Main Address

111 West Wesley Street Suite 1, Wheaton, IL 60187

Mailing Address

Phone number

(630) 221-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EDGE FINANCIAL ADVISORS, LLC ADV PART 2A (4/22/2025)

Regulatory assets under management

Total Number of Accounts	821
AUM (Assets Under Management)	$ 379,263,936

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Edward J. Meek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward James Meek's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHA CUBED INVESTMENTS, LLC

D.H. HILL SECURITIES, LLLP

MIDAMERICA FINANCIAL SERVICES, INC.

MT RUSHMORE SECURITIES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

EDGE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/16/1997

Series 63

Date: 6/15/1992

SIE

Date: 3/21/2016

Series 7

Date: 4/23/1994

Series 6

Date: 6/15/1992

Series 8

Date: 6/13/1997

Current Firm

EDGE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDGE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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