Matthew M. Brandeburg

MERIDIAN WEALTH MANAGEMENT

Dublin, OH 43017

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CRD#: 6684480

Professional summary

Matthew Michael Brandeburg, CFP® is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Dublin, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Publish books through Coventry House Publishing, LLC, 4470 Dublin Road, Columbus, OH 43221 Title: Publisher Duties: Publish new titles Time allotted: 20% of my time for this activity (none during market hours) Not investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Michael Brandeburg's 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

November 23, 2022 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 6605 Longshore Street, Suite 240, Dublin, OH 43017

RIA

CRD#: 295879

Dublin, OH

Past

July 21, 2016 - November 22, 2022

JOHN E. SESTINA AND COMPANY

RIA

CRD#: 108634

COLUMBUS, OH

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

Ohio
(11/23/2022)

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

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | PHARMACIST WEALTH

CRD#: 295879 / SEC#:

Ohio

Registered Investment Advisory firm - (4/25/2018 Approved)

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Contact information

Main Address

6605 Longshore Street, Suite 240, Dublin, OH 43017

Mailing Address

Phone number

(614) 908-1515

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Matthew M. Brandeburg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Michael Brandeburg's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN WEALTH MANAGEMENT, LLC

JOHN E. SESTINA AND COMPANY

State Registrations and Notice Filings

Exams

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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