Best Investors Account Sign in
Inactive

Donald Wesley Meeker

Edelman Financial Engines

Maumee, OH

Claim This Profile
Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-11-30
TX RA APPROVED 2016-11-30
  • OH RA
    APPROVED
    Since 2016-11-30
  • TX RA
    APPROVED
    Since 2016-11-30

Branch Locations

1645 Indian Wood Circle Suite 104, Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tmfs Advisors, Llc Toledo OH 04/2016 11/2016
Financial Engines Advisors L.L.C. Maumee OH 11/2016 04/2021
Financial Engines Advisors L.L.C. Santa Clara CA 04/2021 Present
  • 04/2016 → 11/2016
    Tmfs Advisors, Llc
    Toledo, OH
  • 11/2016 → 04/2021
    Financial Engines Advisors L.L.C.
    Maumee, OH
  • 04/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2016-04-01 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Maumee, OH
    Overland Park, KS
  • 2006-02-01 → 2016-04-21
    The Mutual Fund Store
    Maumee, OH
    Maumee, OH
    Maumee, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-12
  • S65 Uniform Investment Adviser Law Examination
    2005-12-12
Other Names
  • Donald Meeker
  • Don Meeker

View on SEC IAPD

Other Firms

CAMELOT EVENT-DRIVEN ADVISORS, LLC
THE RETIREMENT GUYS FORMULA
CAMELOT PORTFOLIOS, LLC
ATLANTIS WEALTH ADVISORS LLC
MUNN WEALTH MANAGEMENT, LLC
PATRIOT WEALTH PLANNERS LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.

Other Investors

CHAZ ROBERT PRICE
NOLAN RICHARD BAKER
TERREL ALAN EISERT
ROBERT DAVID ROSS
Connor Tumblin
DARREN THADDAEUS MUNN
FRANK P ECHELMEYER
MUHAMMED-KABEER OLAREWAJU GBAJA-BIAMILA

Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

More in Maumee, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor