Michael C. Trekas

THE MERIDIAN BUSINESS GROUP, LTD

RIVER GROVE, IL 60171

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CRD#: 4225955

Professional summary

Michael C. Trekas is a registered financial advisor currently at THE MERIDIAN BUSINESS GROUP, LTD located in River Grove, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 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.

From 10/1/2016 to Present. Selling insurance products and services to individuals and businesses as an independent insurance agent. Requires 1 hour per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael C. Trekas'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 29, 2002 - Present

THE MERIDIAN BUSINESS GROUP, LTD

Office #1: 2715 Thatcher Ave, River Grove, IL 60171

RIA

CRD#: 119455

RIVER GROVE, IL

Past

July 23, 2001 - April 1, 2002

LASALLE FINANCIAL SERVICES, INC.

CRD#: 20373

CHICAGO, IL

Past

August 7, 2000 - August 24, 2000

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

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
(3/29/2002)

IAR

Wisconsin
(11/24/2010)

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: 10/26/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/4/2000

General Securities Representative Examination

Current Firm

THE MERIDIAN BUSINESS GROUP, LTD

MERIDIAN FINANCIAL MANAGEMENT CORPORATION | THE MERIDIAN BUSINESS GROUP, LTD. | THE MERIDIAN BUSINESS GROUP, LTD | MERIDIAN FINANCIAL MANAGMENT

CRD#: 119455 / SEC#: 801-63330

RIA

Registered Investment Advisory firm - (10/31/2005 Terminated)

Illinois

Registered Investment Advisory firm - (10/11/2005 Approved)

Wisconsin

Registered Investment Advisory firm - (2/10/2010 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

2715 Thatcher Avenue, River Grove, IL 60171

Mailing Address

Phone number

(708) 452-9169

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 20,273,958

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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Michael C. Trekas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael C. Trekas's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE MERIDIAN BUSINESS GROUP, LTD

LASALLE FINANCIAL SERVICES, INC.

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/2001

Series 63

Date: 8/16/2000

Series 7

Date: 8/4/2000

Current Firm

THE MERIDIAN BUSINESS GROUP, LTD

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE MERIDIAN BUSINESS GROUP, LTD

TRUST BUT VERIFY

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