Edward Meek
Edward Meek is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Wheaton, IL, with 28 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
111 W Wesley St, Suite 1, Wheaton, IL, 60187
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Regulatory History
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.
Learn about disclosures →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
Cerity Partners LLC
Cerity Partners Retirement Plan Consultants
Previous Registrations
Alpha Cubed Investments, LLC
Edge Financial Advisors, LLC
Strategic Advisers, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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