EM
CFP
EM
CFP

Edward James Meek

33 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
243 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$379.3M

Fee Structure

Minimum Annual Fee:$5,000
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Location

1776 S. Naperville Road, Suite 102A, Wheaton, IL, 60189

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edward is an independent agent selling life, health, and disability insurance. He dedicates minimal time to this activity.

Employment History
Current Registrations
Edge Financial Advisors, LLC
August 2005 - Present · 20 yrs 6 mos
Previous Registrations
Alpha Cubed Investments, LLC
January 2016 - January 2018 · 2 yrs
D.H. Hill Securities, LllpBroker
December 2014 - March 2016 · 1 yr 3 mos
Midamerica Financial Services, INC.Broker
January 2012 - October 2013 · 1 yr 9 mos
Mt Rushmore Securities LLCBroker
February 2007 - December 2011 · 4 yrs 10 mos
Strategic Advisers, INC.
August 1998 - September 2005 · 7 yrs 1 mo
Fidelity Brokerage Services LLCBroker
June 1994 - September 2005 · 11 yrs 3 mos
Equico Securities, INC.Broker
June 1992 - June 1994 · 2 yrs
The Equitable Life Assurance Society of the United StatesBroker
June 1992 - June 1994 · 2 yrs
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Edward James Meek - Financial Advisor | TrueAdvisor