David K Lundgren
Investment adviser representative at Meridian Wealth Management, LLC
10 yearsExperience
12 statesRegistered in
$5BFirm assets
16 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 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
- Seminars and workshops
Experience
10 years in the industry.
- Meridian Wealth Management, LLCSep 2023 to now
- Goldman Sachs / United Capital Financial AdvisersJul 2017 to Sep 2023
- Not EmployedFeb 2017 to Jul 2017
- Bbva Compass Investment SolutionsAug 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 12 states (AZ, CA, CO, FL, IA, ID, MT, NC, ND, TX, WA, WY).
Meridian Wealth Management, LLC
$5BAssets managed
5,533Clients
58Advisers
16 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
- 3031319
- Firm CRD
- 151523