Meris Arel Collier
Investment adviser representative at Axxcess Wealth Management, LLC
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.9BFirm 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 feePerformance-based
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
5 years in the industry.
- Axxcess Wealth Management, LLCApr 2021 to now
- Arete Wealth Management LLCSep 2021 to Aug 2023
- Tessera Capital Partners, LLCJun 2021 to Sep 2021
- Arbor Point AdvisorsNov 2020 to Apr 2021
- Securities America Advisors, Inc.Nov 2020 to Apr 2021
- Securities America, Inc.Nov 2020 to Apr 2021
- Kms Financial Services, Inc.Aug 2016 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Axxcess Wealth Management, LLC
$8.9BAssets managed
10,357Clients
28Advisers
14 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
- 5100936
- Firm CRD
- 164081