Kirke S. Meeks

MEEKS WEALTH MANAGEMENT

SCOTTSDALE, AZ

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CRD#: 2395018

Professional summary

Kirke Stanley Meeks is a registered financial advisor currently at MEEKS WEALTH MANAGEMENT, LLC located in Scottsdale, Arizona.

Kirke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kirke has worked at 5 firms and has passed the Series 63 and Series 65 exams.

Question & Answer

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirke Stanley Meeks's 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®

None

Experience

Current

March 27, 2019 - Present

MEEKS WEALTH MANAGEMENT, LLC

RIA

CRD#: 299703

SCOTTSDALE, AZ

Past

July 20, 2009 - July 23, 2009

MEEKS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 150000

SCOTTSDALE, AZ

Past

October 1, 2008 - June 3, 2009

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SCOTTSDALE, AZ

Past

October 1, 2008 - June 3, 2009

J.P. MORGAN SECURITIES LLC

CRD#: 79

SCOTTSDALE, AZ

Past

October 2, 2006 - October 1, 2008

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

SCOTTSDALE, AZ

Past

July 1, 2006 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

SCOTTSDALE, AZ

Past

February 4, 2002 - October 5, 2006

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

SCOTTSDALE, AZ

Past

September 12, 2001 - July 1, 2006

BANC ONE SECURITIES CORPORATION

CRD#: 16999

SCOTTSDALE, AZ

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

Arizona
(3/27/2019)

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

Series 63

Date: 12/3/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/20/1993

Uniform Investment Adviser Law Examination

Current Firm

MEEKS WEALTH MANAGEMENT, LLC

CRD#: 299703 / SEC#: 801-114543

RIA

Registered Investment Advisory firm - (5/22/2019 Terminated)

Arizona

Registered Investment Advisory firm - (5/22/2019 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

8924 E Pinnacle Peak Road Suite G5-621, Scottsdale, AZ 85255-3618

Phone number

(480) 213-9689

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 65,935,603

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.

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Kirke S. Meeks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirke Stanley Meeks's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEKS WEALTH MANAGEMENT, LLC

MEEKS INVESTMENT MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 12/3/2001

Series 65

Date: 8/20/1993

Current Firm

MEEKS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MEEKS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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