Christopher W Meek
Professional Summary
Christopher W Meek, who also goes by Christopher Winfield Meek, is a registered financial advisor currently at PINNACLE ADVISORS located in Mansfield, Ohio. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christopher has worked at 2 firms and has passed the Series 7 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Winfield Meek
Similar Advisors
PRINCIPAL SECURITIES, INC.
ROCK CREEK WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PRINCIPAL SECURITIES, INC.
ROCK CREEK WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PRINCIPAL SECURITIES, INC.
ROCK CREEK WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
PRINCIPAL SECURITIES, INC.
ROCK CREEK WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
Years of Experience
24 years in the financial services industry
Current & Past Employments
Similar Advisors
PRINCIPAL SECURITIES, INC.
ROCK CREEK WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
Current Firm
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | PINNACLE ADVISORS
Contact Information
Main Address
6 West 3rd St. Ste 100, Mansfield, OH 44902Phone Number
(419) 526-5226# of Employees
35SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,994AUM (Assets Under Management)
$2,136,474,646Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2023 | Cover Page | Report |
Similar Advisors
PRINCIPAL SECURITIES, INC.
ROCK CREEK WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
PRINCIPAL SECURITIES, INC.
ROCK CREEK WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
Primary Firm SEC Registration
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | PINNACLE ADVISORS
State Registrations and Notice Filings
(12/4/2006)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
PRINCIPAL SECURITIES, INC.
ROCK CREEK WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Christopher W Meek's CRS (Customer Relationship Summary).
Similar Advisors
PRINCIPAL SECURITIES, INC.
ROCK CREEK WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
