Tracy Lynn Campbell
Investment adviser representative at Meriwether Wealth & Planning, LLC
13 yearsExperience
2 statesRegistered in
$308.9MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Meriwether Wealth & Planning, LLCJan 2021 to now
- B1bankNov 2013 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AR, LA).
Meriwether Wealth & Planning, LLC
$308.9MAssets managed
607Clients
5Advisers
5 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
- 7319325
- Firm CRD
- 310713