Frederick Palmer Mesch

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1992 → Present
  Mesch Browder, Pc
  Arlington, TX
• 01/1993 → 04/2018
  H.D. Vest Investment Services
  Ft. Worth, TX
• 11/1997 → 04/2018
  H.D. Vest Advisory Services
  Ft. Worth, TX
• 01/2002 → Present
  Mesch & Evans Llp
  Forth Worth, TX
• 01/2011 → Present
  Mesch Mcbride Pllc
  Fort Worth, TX
• 04/2018 → Present
  Commonwealth Financial Network
  San Diego, CA
• 04/2018 → Present
  Mesch Wealth Advisors
  Fort Worth, TX

Previous Registrations

• 1997-11-14 → 2018-05-01
  Avantax Advisory Services
  Arlington, TX

Other Businesses

1. 600 Texas Street LP, Partner and Co-Owner, a private real estate holding company owning the branch location property in Fort Worth, TX; as of 2018, 1% of time spent during business hours, Conducted at branch; Investment related. 2. Texas Street G.P., Partner and Co-Owner, a private entity serving as general partner for 600 Texas Street, LP; as of 2018, 1% of time spent during business hours, Conducted at branch location; Investment related. 3. Mesch, PLLC, Partner and Co-Owner, an accounting and tax preparation services firm; as of 2018, 30% of time spent during business hours, Conducted at branch location; Not investment related. 4. Mesch & Evans, LP, Partner and Co-Owner, a private holding entity for ownership in accounting firm, Mesch, PLLC; as of 2018, 2% of time spent during business hours, Conducted at branch location; Not investment related. 5. 80273, LLC, Partner and Co-Owner, a private entity serving as general partner for 72104 Partners, Ltd; as of 2018, 2% of time spent during business hours, Not conducted at branch location; Not investment related. 6. 7121954 Ltd., Owner, a private holding entity for personal assets; as of 2018, 10% of time spent during business hours, Not conducted at branch location; Not investment related. 7. Meschco Enterprises, Officer and Owner, a private entity serving as general partner for 7121954 Ltd; as of 2018, 0% of time spent during business hours, Conducted at branch location; Not investment related. 8. 71254 Patillo Ranch Ltd, Co-Owner, a private holding company for Clear Creek Cattle Ranch located in Argyle, TX; as of 2018, 4% of time spent during business hours, Not conducted at branch location; Not investment related. 9. Hilltop Road Village Ltd, Partner and Co-owner, a private real estate holding entity; as of 2018, 2% of time spent during business hours, Not conducted at branch location; Not investment related. 10. Applejacks Beverages, LLC, Partner and Co-Owner, a private holding entity for a liquor store; as of 2018, 1% of time spent during business hours, Not conducted at branch location; Not investment related. 11. 72104 Partners, Ltd, Co-Owner of a private entity created for owning securities, as well as for ranch and real estate property; as of 2018, 10% of time spent during business hours, Not conducted at branch location; Investment related. 12. Fixed insurance sales; as of 2018, Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 13. 72104 Millers Creek Ranch, LLC, Co-Owner, a private entity created for owning private real estate property located in Haskell, TX; As of 05/31/2017; Approximately 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 14. 72104-5616 Collinwood, LLC, Co-Owner, a private entity created for owning private real estate property located in Fort Worth, TX; As of 07/11/2017; Approximately 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 15. President and Owner, Mesch Wealth Advisors, LLC, private entity created for investment advisory business, as of 03/23/2018, 35% of time spent during business hours, Conducted at branch location; Investment related 16. Co-Owner, 50 Peakview CO LLC, through 72104 Partners, Ltd, an entity created for the purpose of buying and managing residential real estate at 50 Peakview Unit 440, Avon, CO, as of 11/15/2021, 0% of time spent during business hours; Not Conducted at branch; Investment related. 17. Co-owner, Hope for Everybody, LLC; contact record management for non-profit organizations; Located in Fort Worth, TX; as of 01/12/2024; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-02-08

Other Names

• Frederick Palmer Mesch