Rick Kennedy
Investment adviser representative at Meristead Wealth, LLC
23 yearsExperience
5 statesRegistered in
$1.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Meristead Wealth, LLCDec 2025 to now
- Stansberry Asset ManagementDec 2025 to now
- Fisher Ivestments, Inc.Apr 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 5 states (CA, IL, MD, NY, TX).
Meristead Wealth, LLC
$1.3BAssets managed
996Clients
22Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2512944
- Firm CRD
- 282103