Renee Bonsell is a registered investment advisor at Meridian Wealth Management, LLC, based in Dublin, OH, with 7 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Meridian Wealth Management does not manage client investments directly. They provide investment planning advice as part of their financial planning services, which may include recommendations for mutual funds and ETFs. Clients implement investment recommendations themselves or through a third-party investment manager.
Location
6605 Longshore Street, Suite 240, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Renee works part-time as a pharmacist.
Employment History
Current Registrations
Meridian Wealth Management, LLC
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.