Patricia F. Meidell

AMERICAN WEALTH MANAGEMENT

RENO, NV 89511

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CRD#: 331254

Professional summary

Patricia Faye Meidell, CFP®, who also goes by Patricia Meidell Walker, is a registered financial advisor currently at AMERICAN WEALTH MANAGEMENT located in Reno, Nevada and M. S. HOWELLS & CO. located in Reno, Nevada.

Patricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. Patricia has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patricia Meidell Walker

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.

1) JUNE 2008; AMERICAN WEALTH MANAGEMENT; RENO, NV; INVESTMENT RELATED; RIA; CHAIRMAN OF THE BOARD; DEVOTE 160 HOURS PER MONTH; 80 HOURS PER MONTH DURING BUSINESS & MARKET HOURS; 2) AUGUST 1998; QUAIL VILLAGE II, RENO, NV; NON INVESTMENT RELATED; MAINTENANCE ASSOCIATION OF NONPROFIT ORGANIZATION FOR MY BUSINESS BUILDING; OWNER/SEC/TREASURER; DEVOTE 1 HOUR PER MONTH; 0 HOURS DURING BUSINESS AND MARKET HOURS. 3) Artown; Investment-related- No; Reno, NV; Nature- Encourage local artist & creative participation to highlight the finest multidisciplinary arts in North NV; Position/Title- BOD; Start date- 1.2024; Approximately 3 hours per month, 0 during trading hours; Oversees the organization & provide a welcoming festival for all

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Faye Meidell'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: 1989

Experience

Current

September 4, 2008 - Present

AMERICAN WEALTH MANAGEMENT

Office #1: 570 Hammill Lane, Reno, NV 89511

RIA

CRD#: 122205

RENO, NV

Current

August 24, 2016 - Present

M. S. HOWELLS & CO.

Office #1: 570 Hammill Lane, Reno, NV 89511

CRD#: 104100

Reno, NV

Past

March 1, 2011 - August 23, 2016

FOOTHILL SECURITIES, INC.

CRD#: 1027

RENO, NV

Past

September 8, 2009 - March 9, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

RENO, NV

Past

September 8, 2009 - March 9, 2011

CRD#: 30200

RENO, NV

Past

February 29, 1988 - September 8, 2009

ASSOCIATED SECURITIES CORP.

CRD#: 12969

RENO, NV

Past

July 23, 1982 - March 22, 1988

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

Past

January 4, 1973 - July 27, 1982

LFG SECURITIES, INC.

CRD#: 5374

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".

AMERICAN WEALTH MANAGEMENT

AMERICAN RETIREMENT PLANNERS | AMERICAN WEALTH MANAGEMENT | AMERICAN RETIREMENT PLANNERS, INC. | AMERICAN RETIREMENT PLANNERS II, INC.

CRD#: 122205 / SEC#: 801-70453

RIA

Registered Investment Advisory firm - (7/29/2009 Approved)

California

Registered Investment Advisory firm - (8/31/2009 Terminated)

Nevada

Registered Investment Advisory firm - (8/27/2009 Terminated)

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).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Arizona
(9/2/2009)

Arizona
(8/24/2016)

IAR

California
(7/9/2009)

California
(8/24/2016)

Maryland
(9/19/2016)

IAR

Nevada
(9/4/2008)

Nevada
(9/16/2016)

New Mexico
(8/24/2016)

Pennsylvania
(8/24/2016)

IAR

Texas
(11/21/2011)

Texas
(8/24/2016)

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/12/1985

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

AMERICAN WEALTH MANAGEMENT

AMERICAN RETIREMENT PLANNERS | AMERICAN WEALTH MANAGEMENT | AMERICAN RETIREMENT PLANNERS, INC. | AMERICAN RETIREMENT PLANNERS II, INC.

CRD#: 122205 / SEC#: 801-70453

RIA

Registered Investment Advisory firm - (7/29/2009 Approved)

California

Registered Investment Advisory firm - (8/31/2009 Terminated)

Nevada

Registered Investment Advisory firm - (8/27/2009 Terminated)

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Contact information

Main Address

570 Hammill Lane, Reno, NV 89511

Mailing Address

Phone number

(775) 332-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AWM FORM ADV 2A BROCHURE 12.30.2024 (1/6/2025)

Regulatory assets under management

Total Number of Accounts	871
AUM (Assets Under Management)	$ 694,306,410

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Patricia F. Meidell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Faye Meidell's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

FOOTHILL SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ASSOCIATED SECURITIES CORP.

AMERICAN WEALTH MANAGEMENT

AMERICAN WEALTH MANAGEMENT

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED PLANNERS SECURITIES CORPORATION OF NEVADA, INC.

ASSOCIATED SECURITIES CORP.

TITAN/VALUE EQUITIES GROUP, INC.

LFG SECURITIES, INC.

Primary Firm SEC Registration

AMERICAN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/1994

Series 63

Date: 6/25/1987

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 12/28/1972

Series 24

Date: 6/12/1985

FINRA

Nasdaq Stock Market

Current Firm

AMERICAN WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN WEALTH MANAGEMENT

TRUST BUT VERIFY

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