MG
Mark Green
MERIWETHER WEALTH & PLANNING
MINDEN, LA 71055
CRD#: 8038505
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MG
Mark GreenMERIWETHER WEALTH & PLANNING
Professional summary
Mark Green is a registered financial advisor currently at MERIWETHER WEALTH & PLANNING, LLC located in Minden, Louisiana.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mark has worked at 1 firm .
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Green'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®
NoneExperience
Current
February 12, 2025 - Present
MERIWETHER WEALTH & PLANNING, LLC
Office #1: 1000 Broadway St, Minden, LA 71055RIA
CRD#: 310713
MINDEN, LA
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".
MW
MERIWETHER WEALTH & PLANNING, LLC
MERIWETHER FINANCIAL ADVISORS, LLC | MERIWETHER WEALTH & PLANNING, LLC | MERIWETHER FINANCIAL ADVISORS. LLC
CRD#: 310713 / SEC#: 801-120142
RIA
Registered Investment Advisory firm - (1/14/2021 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
Louisiana(2/12/2025)
Exams
Current Firm
MW
MERIWETHER WEALTH & PLANNING, LLC
MERIWETHER FINANCIAL ADVISORS, LLC | MERIWETHER WEALTH & PLANNING, LLC | MERIWETHER FINANCIAL ADVISORS. LLC
CRD#: 310713 / SEC#: 801-120142
RIA
Registered Investment Advisory firm - (1/14/2021 Approved)Loading...
Contact information
Main Address
1000 Broadway St, Minden, LA 71055
Mailing Address
Phone number
(318) 377-1803
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,271 |
| AUM (Assets Under Management) | $ 263,227,511 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
