Nathan E. Meek

EDGE FINANCIAL ADVISORS

WHEATON, IL 60187

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CRD#: 7931337

Professional summary

Nathan Edward Meek, who also goes by Nathan Meek, is a registered financial advisor currently at EDGE FINANCIAL ADVISORS, LLC located in Wheaton, Illinois.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nathan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Meek

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 Nathan Edward Meek'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 5, 2026 - Present

EDGE FINANCIAL ADVISORS, LLC

Office #1: 111 West Wesley Street Suite 1, Wheaton, IL 60187

RIA

CRD#: 136426

WHEATON, IL

Past

March 31, 2025 - February 12, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WHEATON, IL

Past

August 1, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

OAK BROOK, IL

Past

July 3, 2024 - February 12, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

OAK BROOK, IL

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".

EDGE FINANCIAL ADVISORS, LLC

ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

RIA

Registered Investment Advisory firm - (7/28/2005 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

Illinois
(2/5/2026)

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: 7/29/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/3/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/23/2024

Securities Industry Essentials Examination

Current Firm

EDGE FINANCIAL ADVISORS, LLC

ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

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Contact information

Main Address

111 West Wesley Street Suite 1, Wheaton, IL 60187

Mailing Address

Phone number

(630) 221-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EDGE FINANCIAL ADVISORS, LLC ADV PART 2A (4/22/2025)

Regulatory assets under management

Total Number of Accounts	821
AUM (Assets Under Management)	$ 379,263,936

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.

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Nathan E. Meek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Edward Meek's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDGE FINANCIAL ADVISORS, LLC

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

EDGE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/29/2024

Series 7TO

Date: 7/3/2024

SIE

Date: 2/23/2024

Current Firm

EDGE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDGE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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