David B. Meske

TCP ASSET MANAGEMENT

COLUMBUS, OH 43215

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CRD#: 4142982

Professional summary

David Baldwin Meske is a registered financial advisor currently at TCP ASSET MANAGEMENT, LLC located in Columbus, Ohio and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Columbus, Ohio.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. David has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 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.

1.) OUR LADY OF PEACE ATHLETIC BOARD - TREASURER/BOARD MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - COLUMBUS, OH - SINCE 03/2015 - NOT INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT, LLC - RETIREMENT PLAN SERVICES-WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - COLUMBUS, OH - SINCE 01/2015 - INVESTMENT RELATED 3.) TCP ASSET MANAGEMENT, LLC - RETIREMENT PLAN SERVICES - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 01/2015 - INVESTMENT RELATED 4.) RILEY BENEFITS & INVESTMENTS GROUP - RETIREMENT SPECIALIST; DIRECTOR OF FINANCIAL EDUCATION - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 01/2015 - INVESTMENT RELATED 5.) THE ELOSH PRESERVATION TRUST OF RICHARD ELOSH AND VICKIE ELOSH - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - WORTHINGTON, OH - SINCE 05/2022 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Baldwin Meske'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®

None

Experience

Current

January 20, 2017 - Present

TCP ASSET MANAGEMENT, LLC

Office #1: 481 E Town Street, Columbus, OH 43215

RIA

CRD#: 286037

COLUMBUS, OH

Current

December 7, 2016 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 481 E. Town Street, Columbus, OH 43215

RIA

CRD#: 20804

Columbus, OH

Past

March 30, 2015 - January 13, 2017

TRENDENCY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 159431

COLUMBUS, OH

Past

January 22, 2015 - October 28, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

COLUMBUS, OH

Past

April 5, 2012 - May 22, 2014

OSAIC FA, INC.

RIA

CRD#: 3978

COLUMBUS, OH

Past

April 19, 2000 - June 12, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

April 19, 2000 - May 22, 2014

OSAIC FA, INC.

CRD#: 3978

COLUMBUS, OH

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".

TCP ASSET MANAGEMENT, LLC

TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC

CRD#: 286037 / SEC#: 801-108836

RIA

Registered Investment Advisory firm - (1/3/2017 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.

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

California
(7/24/2018)

Florida
(5/14/2019)

Illinois
(10/5/2020)

Indiana
(8/20/2019)

New York
(5/14/2019)

Ohio
(12/7/2016)

IAR

Ohio
(1/20/2017)

Oregon
(8/15/2019)

Pennsylvania
(12/7/2016)

South Carolina
(6/18/2018)

IAR

Texas
(7/6/2021)

Texas
(7/7/2021)

Utah
(1/21/2021)

Vermont
(5/2/2025)

Washington
(8/26/2024)

West Virginia
(12/7/2016)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/17/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/1/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/28/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/18/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/28/2009

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TCP ASSET MANAGEMENT, LLC

TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC

CRD#: 286037 / SEC#: 801-108836

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

5000 Horizons Drive, Upper Arlington, OH 43220

Mailing Address

Phone number

(614) 761-9378

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCP ASSET MANAGMENT, LLC FIRM BROCHURE (10/10/2025)

Regulatory assets under management

Total Number of Accounts	3,930
AUM (Assets Under Management)	$ 822,130,691

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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Advisor Monitoring

Firm Stability Insights

David B. Meske

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Baldwin Meske's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

TRENDENCY CAPITAL MANAGEMENT, LLC

SECURITIES AMERICA, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

TCP ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2012

Series 63

Date: 5/1/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/28/2009

Series 6

Date: 4/18/2000

Series 24

Date: 5/28/2009

FINRA

Current Firm

TCP ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TCP ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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