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RM

Rick W. Meehleis

PARSONEX SECURITIES
Fort Collins, CO 80525
Some features on this profile are disabled
CRD#: 872287
RM

Professional summary

Rick William Meehleis, CFP® is a registered financial professional currently at PARSONEX SECURITIES, INC. located in Fort Collins, Colorado.

Rick is registered as a RR (Registered Representative) and started their career in finance in 1979. Rick has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Rick William Meehleis'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®
CFP®

Certified Financial Planner

Start date: 1978

Experience

Current

January 20, 2021 - Present

PARSONEX SECURITIES, INC.

Office #1: 5112 B South College Ave, Fort Collins, CO 80525
BD
CRD#: 144412
Fort Collins, CO
Past

October 1, 2012 - August 25, 2014

LVZ, INC.

RIA
CRD#: 124228
FORT COLLINS, CO
Past

November 4, 2010 - January 22, 2021

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
FORT COLLINS, CO
Past

February 25, 2010 - January 22, 2021

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
FORT COLLINS, CO
Past

December 2, 1985 - August 24, 2010

EXCALIBUR FINANCIAL GROUP, INC.

BD
CRD#: 16355
FORT COLLINS, CO
Past

November 21, 1984 - December 24, 1985

GILBERT MARSHALL & COMPANY

BD
CRD#: 13954
Past

June 20, 1984 - November 5, 1984

GRIFFIN, BLAIR & CO., INCORPORATED

BD
CRD#: 13126
Past

April 5, 1984 - August 15, 1984

QTX SECURITIES, INC.

BD
CRD#: 10442
Past

February 1, 1983 - March 21, 1984

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

October 9, 1979 - May 10, 1983

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/20/2021)
RR
California
(1/20/2021)
RR
Colorado
(1/21/2021)
RR
Florida
(4/15/2021)
RR
Minnesota
(1/20/2021)
RR
Texas
(1/20/2021)
RR
Utah
(1/20/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 12/20/1980
Uniform Securities Agent 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: 1/15/1983
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 9/28/1979
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/29/1986
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PARSONEX SECURITIES, INC.
PARSONEX FINANCIAL SERVICES, INC. | PARSONEX SECURITIES, INC.

CRD#: 144412 / SEC#: , 8-67652

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
8310 S. Valley Highway Suite 110, Englewood, CO 80112
Mailing Address
8310 S. Valley Highway Suite 110, Englewood, CO 80112
Phone number
(303) 662-8700
Established
Colorado since 03/07/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARSONEX ENTERPRISES, INC.SHAREHOLDER
DIAMOS, ANTHONY SOLONFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4872899
MILLER, JONATHAN EDWARDPRESIDENT / CEO4153196
NEUSTROM, BRIAN WILLIAMCHIEF COMPLIANCE OFFICER5530526

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

PARSONEX SECURITIES, INC.

CRD#: 144412Fort Collins, CO 80525

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