Henry J. Lessner

MERIDIAN WEALTH MANAGEMENT

ALLEN, TX 75013

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CRD#: 4918075

Professional summary

Henry Joseph Lessner III, CFP®, who also goes by Henry J Lessner, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Allen, Texas.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Henry has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Henry J Lessner

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. TOWN OF FAIRVIEW; FAIRVIEW/TX; MAYOR; START DATE: 05/2019; ELECTED POSITION; NON-INVESTMENT RELATED; DEVOTE ABOUT 20 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BUDGETING, PLANNING, STAFF REVIEW, REGIONAL REPRESENTATIVE FOR TOWN, SPEAKING, ECONOMIC DEVELOPMENT, SET TAX RATE 2. ALLEN PHILHARMONIC SYMPHONY, INC; ALLEN/TX; FOUNDER & BOARD MEMBER; START DATE: 06/1998; SYMPHONY ORCHESTRA; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: LEADING, PLANNING FOR THE CONTINUATION OF SYMPHONY ORCHESTRA AS NEEDED 3. TWINROSE INVESTMENTS LLC; ALLEN/TX; PASSIVE INVESTOR; START DATE: 09/2019; COMMERCIAL REAL ESTATE INVESTING; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE - PASSIVE INVESTOR 4. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2022; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: CONSULTING ON FIXED ANNUITIES AND LIFE INSURANCE AS NEEDED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Joseph Lessner III'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: 2008

Experience

Current

May 3, 2022 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 700 Central Expressway South Suite 210, Allen, TX 75013

RIA

CRD#: 151523

ALLEN, TX

Past

February 16, 2021 - May 16, 2022

SOUTHPORT CAPITAL

RIA

CRD#: 113364

ALLEN, TX

Past

August 30, 2011 - May 3, 2021

WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 158077

ALLEN, TX

Past

February 15, 2007 - June 5, 2018

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

ALLEN, TX

Past

June 29, 2006 - February 13, 2007

UNITED SECURITIES ALLIANCE, INC.

CRD#: 36487

DALLAS, TX

Past

May 30, 2005 - December 31, 2011

FORTUNE FINANCIAL SERVICES, LLC

RIA

CRD#: 106112

DALLAS, TX

Past

March 31, 2005 - July 13, 2006

WALNUT STREET SECURITIES, INC.

CRD#: 15840

DALLAS, TX

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".

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

Registered Investment Advisory firm - (10/14/2009 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.

Highlighted states indicate IAR registrations

IAR

Texas
(5/3/2022)

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 66

Date: 5/7/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2005

General Securities Representative Examination

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

Registered Investment Advisory firm - (10/14/2009 Approved)

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Contact information

Main Address

100 W Main Street Suite 450, Lexington, KY 40507

Mailing Address

Phone number

(859) 543-4516

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH MANAGEMENT FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	8,802
AUM (Assets Under Management)	$ 3,885,527,411

Red Flags

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

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Henry J. Lessner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Joseph Lessner III's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHPORT CAPITAL

WEALTH MANAGEMENT GROUP, LLC

SILVER OAK SECURITIES, INCORPORATED

UNITED SECURITIES ALLIANCE, INC.

FORTUNE FINANCIAL SERVICES, LLC

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2005

SIE

Date: 6/5/2018

Series 7

Date: 3/30/2005

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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