Allison D. Meers
Professional summary
Allison Ditzel Meers, CFP®, who also goes by Allison Brooks Ditzel, Allison Ditzel, is a registered financial advisor currently at PEBBLE VALLEY WEALTH MANAGEMENT located in Western Springs, Illinois.
Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Allison has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Allison Ditzel Meers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
June 23, 2021 - Present
PEBBLE VALLEY WEALTH MANAGEMENT
Office #1: 4365 Lawn Avenue, Suite 5, Western Springs, IL 60558State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2021)
(6/23/2021)
(6/23/2021)
Exams
Current Firm
PEBBLE VALLEY WEALTH MANAGEMENT
CRD#: 145664 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 407 |
| AUM (Assets Under Management) | $ 107,821,069 |
Red Flags
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