Diane A Meck
Investment adviser representative at Fisher\smb
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.8BFirm 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.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Fisher\smbSep 2026 to now
- Ameriprise Financial Services, LLCJan 2024 to Aug 2026
- Fidelity Brokerage ServicesMay 2019 to Jan 2024
- UnemployedJan 2018 to Apr 2019
- AmcapJun 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 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
- 7118729
- Firm CRD
- 331205