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LM

Lori W. Meter

BRIGHT LAKE WEALTH MANAGEMENT
Roseville, CA 95661
Some features on this profile are disabled
CRD#: 5907653
LM

Professional summary

Lori W Meter, who also goes by Lori A Meter, Lori Wilcox Meter, Lori Ann Thaner, Lori A Townsend, Lori Ann Townsend, Lori A Thaner, Lori A Wilcox, Lori Ann Wilcox, is a registered financial advisor currently at BRIGHT LAKE WEALTH MANAGEMENT, LLC located in Roseville, California.

Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Lori has worked at 11 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lori A Meter | Lori Wilcox Meter | Lori Ann Thaner | Lori A Townsend | Lori Ann Townsend | Lori A Thaner | Lori A Wilcox | Lori Ann Wilcox

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori W Meter'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®
None

Experience

Current

February 27, 2026 - Present

BRIGHT LAKE WEALTH MANAGEMENT, LLC

Office #1: 2220 Douglas Blvd, Suite 150, Roseville, CA 95661
RIA
CRD#: 323513
Roseville, CA
Past

May 23, 2023 - February 11, 2026

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
WINNEMUCCA, NV
Past

September 23, 2021 - December 31, 2022

TLG ADVISORS, INC.

RIA
CRD#: 111052
Boise, ID
Past

September 22, 2021 - December 31, 2022

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

March 13, 2019 - April 26, 2021

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
S WINDSOR, CT
Past

March 12, 2019 - April 26, 2021

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
S WINDSOR, CT
Past

August 24, 2017 - February 15, 2019

FORESTERS ADVISORY SERVICES, LLC

RIA
CRD#: 164663
East Hartford, CT
Past

August 24, 2017 - February 15, 2019

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
E. HARTFORD, CT
Past

September 26, 2016 - April 20, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BLOOMFIELD, CT
Past

September 26, 2016 - April 20, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BLOOMFIELD, CT
Past

November 5, 2013 - October 6, 2016

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
FARMINGTON, CT
Past

May 21, 2013 - October 6, 2016

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
FARMINGTON, CT
Past

May 22, 2012 - May 16, 2013

NEW ENGLAND SECURITIES

RIA
CRD#: 615
WEST HARTFORD, CT
Past

May 9, 2012 - May 16, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
WEST HARTFORD, CT
Past

September 27, 2011 - May 4, 2012

WADDELL & REED

RIA
CRD#: 866
HAMDEN, CT
Past

June 21, 2011 - May 4, 2012

WADDELL & REED

BD
CRD#: 866
HAMDEN, CT

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
California
(2/27/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/26/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/26/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2011
General Securities Representative Examination

Current Firm

BL
BRIGHT LAKE WEALTH MANAGEMENT, LLC
BRIGHT LAKE FINANCIAL, INC. | PINE BROOK WEALTH MANAGEMENT LLC | BRIGHT LAKE WEALTH MANAGEMENT, LLC

CRD#: 323513 / SEC#: 801-135764

California
Registered Investment Advisory firm - (1/4/2023 Approved)
Oregon
Registered Investment Advisory firm - (2/11/2023 Approved)
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Contact information

Main Address
1445 Victor Ave, Suite D, Redding, CA 96003
Mailing Address
Phone number
(530) 395-0202
Established
Firm type
Fiscal year end
# of Employees
17

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINE BROOK WEALTH MANAGEMENT 2A AND 2B (3/5/2026)

Regulatory assets under management

Total Number of Accounts919
AUM (Assets Under Management)$ 103,644,423

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.

Company Information

BRIGHT LAKE WEALTH MANAGEMENT, LLC

CRD#: 323513Roseville, CA 95661

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