Mark Thomas Meredith
CFP®Professional Summary
Mark Thomas Meredith, CFP®, who also goes by Mark Meredith, is a registered financial advisor currently at MEREDITH WEALTH PLANNING located in Maryville, Illinois. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Social Security & Medicare Planning
- Retirement Planning
- Investment Management
- Tax Planning
Other Aliases
Mark Meredith
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
MEREDITH WEALTH PLANNING | MEREDITH WEALTH PLANNING LLC
Contact Information
Main Address
6300 East Main Street, Maryville, IL 62062Phone Number
(618) 744-6755# of Employees
2SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
914AUM (Assets Under Management)
$478,744,219Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
MEREDITH WEALTH PLANNING | MEREDITH WEALTH PLANNING LLC
State Registrations and Notice Filings
(2/7/2024)
(3/6/2019)
(9/20/2019)
(9/17/2019)
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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2011About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Thomas Meredith's CRS (Customer Relationship Summary).
Services Offered by Mark
- Financial Planning
- Social Security & Medicare Planning
- Retirement Planning
- Investment Management
- Tax Planning
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