Allison Ditzel Meers
Investment adviser representative at Pebble Valley Wealth Management
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$129.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Pebble Valley Wealth ManagementFeb 2021 to now
- CIBCDec 2012 to Feb 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (IL, NE, TX).
Pebble Valley Wealth Management
Legal name: Pebble Valley Holdings, Inc
$129.5MAssets managed
97Clients
2Advisers
Under 1 yearIn 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
- 5888719
- Firm CRD
- 145664