Lori W Meter
Investment adviser representative at Bright Lake Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$103.6MFirm assets
Under 1 yearFirm 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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bright Lake Wealth Management, LLCFeb 2026 to now
- Crump Life Insurance ServicesApr 2023 to Feb 2026
- UnemployedDec 2022 to Apr 2023
- CovrAug 2021 to Dec 2022
- Key Investment Services LLCMar 2019 to Apr 2021
- G-bury Bnb, LLC.Apr 2018 to Aug 2021
- Foresters Financial ServicesJul 2017 to Feb 2019
- UnemployedApr 2017 to Jul 2017
- Bank of America, N.A.Sep 2016 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bright Lake Wealth Management, LLC
$103.6MAssets managed
354Clients
6Advisers
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
- 5907653
- Firm CRD
- 323513