David Lien
Investment adviser representative at Meeder Advisory Services, Inc.
15 yearsExperience
1 stateRegistered in
$2.9BFirm assets
34 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Meeder Advisory Services, Inc.May 2024 to now
- Ameriprise Financial Services, LLCMar 2023 to May 2024
- UnemployedOct 2022 to Feb 2023
- Crowdstreet Advisors, LLCOct 2021 to Sep 2022
- Crowdstreet CapitalOct 2021 to Sep 2022
- Emerson Equity LLCJul 2020 to Nov 2021
- Altegris Investments, Inc.Dec 2011 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Meeder Advisory Services, Inc.
Legal name: Meeder Advisory Services, Inc
$2.9BAssets managed
3,636Clients
19Advisers
34 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
- 4872468
- Firm CRD
- 106814