Meridian Financial Group, Inc.

Meridian Financial Group, Inc. (CRD# 155067) is a financial advisory firm headquartered in Milwaukie, OR. They manage $39,862,389 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4120 Se International Way, Suite A209, Milwaukie, OR 97222
http://www.mfg-nw.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $243,063
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
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 Schmidt, financial advisor Milwaukie OR
Stephen L. Schmidt
CRD#: 2338679
4120 Se International Way, Suite A209, Milwaukie, OR 97222

Stephen Schmidt (CRD# 2338679) is an Investment Advisor Representative working at Meridian Financial Group, Inc. in Milwaukie, OR and has over 31 years of experience in the finance industry.

2
Jeffrey Vass, financial advisor Milwaukie OR
Jeffrey D. Vass
CRD#: 2278783
4120 Se International Way, Suite A209, Milwaukie, OR 97222

Jeffrey Vass (CRD# 2278783) is an Investment Advisor Representative working at Meridian Financial Group, Inc. in Milwaukie, OR and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals