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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-24-2011
- Office Locations
- 1
Office Locations
About Meridian Financial Group, Inc.
Meridian Financial Group, Inc. is an Oregon-based advisory firm providing client-centric financial and retirement planning, investment advisory, and small-business retirement plan consulting (SEP/SIMPLE), with estate-planning coordination. Portfolios emphasize personalized allocation and diversification, with significant use of ETFs and fixed income. Custodies through LPL Financial and serves individuals and business owners.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
STEPHEN LEE SCHMIDT
Secretary
- CRD
- #2338679
- Ownership
- 50% but less than 75%
JEFFREY DEAN VASS
President
- CRD
- #2278783
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,089,279 | -- |
| Non-Discretionary | $1,248,539 | -- |
| Total | $63,337,818 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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