Keith Bartley Allen
Investment adviser representative at Meridian Investment Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$628MFirm assets
32 yearsFirm in business
Are you Keith Bartley Allen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Meridian Investment Advisors, Inc.Mar 2021 to now
- Carmel High SchoolJan 2018 to now
- Furloughed/unemployedJun 2020 to Jan 2021
- Westfield SteelSep 2018 to Jun 2020
- Self-employed - Sales CoachingJan 2018 to Sep 2019
- KrogerFeb 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
Meridian Investment Advisors, Inc.
$628MAssets managed
627Clients
5Advisers
32 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
- 2929365
- Firm CRD
- 107593