Meridian Financial Group, Inc.

Meridian Financial Group, Inc. (CRD# 155067) is a financial advisory firm headquartered in Milwaukie, OR. They manage $15,426,395 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $217,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Meridian Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen L. Schmidt
CRD#: 2338679
4120 Se International Way, Suite A209, Milwaukie, OR 97222
93
Wealthminder
score

Stephen Schmidt (CRD# 2338679) is an Investment Advisor Representative working at Meridian Financial Group, Inc. in Milwaukie, OR and has over 23 years of experience in the finance industry.

2
Jeffrey D. Vass
CRD#: 2278783
4120 Se International Way, Suite A209, Milwaukie, OR 97222
93
Wealthminder
score

Jeffrey Vass (CRD# 2278783) is an Investment Advisor Representative working at Meridian Financial Group, Inc. in Milwaukie, OR and has over 24 years of experience in the finance industry.

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