David Meeks

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2017 → 07/2018
  Edward Jones
  St Louis, MO
• 08/2015 → 04/2017
  Epic Wines & Spirits
  Santa Rosa, CA
• 07/2019 → 09/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 03/2019 → 11/2019
  Blakeslee Vineyard Estate
  Sherwood, OR
• 07/2018 → 03/2019
  Unemployment
  St Louis, MO
• 06/2023 → 03/2025
  Cetera Investment Advisers Llc
  Portland, OR
• 09/2023 → 03/2025
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2023 → 03/2025
  Northwest Community Cu
  Portland, OR
• 05/2025 → Present
  Profectus Wealth Management
  Post Falls, ID
• 05/2025 → Present
  Lpl Enterprise Llc
  Mercer Island, WA
• 03/2025 → 05/2025
  Unemployed
  Sherwood, OR

Previous Registrations

• 2023-06-29 → 2025-03-19
  Cetera Investment Advisers Llc
  Portland, OR
  Sherwood, OR
• 2019-07-02 → 2023-06-29
  Cetera Wealth Services, Llc
  Portland, OR
  Eugene, OR
  Oregon City, OR
• 2017-11-03 → 2018-06-12
  Edward Jones
  West Linn, OR
  St Louis, MO
  West Linn, OR

Other Businesses

1. 04/29/2025 - Profectus Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - Post Falls, ID - Start Date 05/05/2025 - 40hrs/MTH 2. 04/29/2025- David Meeks-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Sherwood, OR-Start date 04/29/2025-160hrs/mth-160hrs/mth during trading 3. 04/29/2025-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/29/2025-160hrs/mth-160hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-11-01

Other Names

• David Piotr Meeks