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David Meske

Tcp Asset Management, LLC
25 Years of Experience
Columbus, OH
1 DisclosureBroker
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David Meske is a registered investment advisor at Tcp Asset Management, LLC, based in Columbus, OH, with 25 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,221 clients with $1.2B in assets under management.

Tcp Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,221 clients
Average Client Portfolio
$533K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00% for all assets. Fees are generally negotiable. Additional fees apply for specific third-party models or sub-advised portfolios (e.g., 0.15% to 0.40%).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

481 E Town Street, Columbus, OH, 43215

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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 9 mos
United Planners' Financial Services of America a Limited PartnerBroker
December 2016 - Present · 9 yrs 10 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 Registrations15 states
CAFLILINMDNYOHORPASCTXUTVTWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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