Meredith Denise Sims
Investment adviser representative at Cl Wealth Management LLC
19 yearsExperience
10 statesRegistered in
ChFC®Designation
$733.6MFirm assets
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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 feeOther
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
19 years in the industry.
- Cl Wealth Management LLCJun 2021 to now
- OnsystexDec 2019 to now
- Cabot Lodge SecuritiesSep 2019 to now
- Heart Strong Wealth PlanningSep 2017 to now
- Meredith Sims Creative LLCJan 2017 to now
- Fixed Life, Annuity and Health InsuranceMay 2007 to now
- CilibydesignAug 2019 to Jun 2021
- Ifs Securities, Inc.Jan 2015 to Aug 2019
- Sb Advisory, LLCNov 2014 to Aug 2021
- OnsystexApr 2011 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 10 states (FL, GA, IL, MD, MI, MO, MS, NC, TX, WV).
Cl Wealth Management LLC
$733.6MAssets managed
2,168Clients
42Advisers
15 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
- 4788917
- Firm CRD
- 134922