David Baldwin Meske

24 Years of Experience

1 DisclosureBroker

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth

Tcp Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,760 clients

Average Client Portfolio

$467K average

Assets Under Management

$822.1M

Fee Structure

Minimum Investment:None

Location

5000 Horizons Drive, Upper Arlington, OH, 43220

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History

Regulatory History (1)

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Employment Separation After Allegations

October 2016

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Other Business Activities

David is the treasurer/board member for Our Lady of Peace Athletic Board, and a wealth advisor for TCP Asset Management, LLC. He is also a retirement specialist and director of financial education for Riley Benefits & Investments Group, and a trustee for The Elosh Preservation Trust.

Employment History

Current Registrations

Tcp Asset Management, LLC

January 2017 - Present · 9 yrs 1 mo

United Planners' Financial Services of America a Limited PartnerBroker

December 2016 - Present · 9 yrs 2 mos

Previous Registrations

Trendency Capital Management, LLC

March 2015 - January 2017 · 1 yr 10 mos

Securities America, INC.Broker

January 2015 - October 2016 · 1 yr 9 mos

Lincoln Financial Advisors Corporation

April 2012 - May 2014 · 2 yrs 1 mo

Lincoln Financial Advisors CorporationBroker

April 2000 - May 2014 · 14 yrs 1 mo

The Lincoln National Life Insurance CompanyBroker

April 2000 - June 2006 · 6 yrs 2 mos

State Registrations14 states

CAFLILINNYOHORPASCTXUTVTWAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.