David Meske, financial advisor Columbus OH

David Meske

CRD Number: 4142982
Current Firm: Tcp Asset Management, LLC

David Meske (CRD# 4142982) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Tcp Asset Management, LLC Columbus, OH Jan 2017 - Current 7
United Planners Financial Services Of America Scottsdale, AZ Dec 2016 - Current 7
Our Lady Of Peace Athletic Board Columbus, OH Mar 2015 - Current 9
Tcp Asset Management, LLC Columbus, OH Jan 2015 - Current 9
Riley Benefits & Investments Group Columbus, OH Jan 2015 - Current 9
Tcp Asset Management, LLC Columbus, OH Jan 2015 - Current 9
Rotary International- Clintonville, Oh Columbus, OH Jan 2013 - Jan 2023 10
Trendency Capital Partners Columbus, OH Jan 2015 - Jan 2019 4
Trendency Capital Partners/ Riley Benefits & Investments Columbus, OH Jan 2015 - Jan 2019 4
Clintonville Community Fund Board Columbus, OH Apr 2015 - Jan 2018 2
Trendency Capital Management LLC Dublin, OH Feb 2015 - Jan 2017 1
Securities America Inc. Dublin, OH Jan 2015 - Oct 2016 1
Lincoln Financial Advisors Columbus, OH Jan 2000 - Jan 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S66 NASAA Uniform Combined State Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David B. Meske
Phone Number: 614-761-9378
Firm Website: https://tcpasset.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    642
    MILLIONS
  • Total Number of Accounts
    3,634
    ACCOUNTS
  • Average Account Value
    $176,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, WA, WV, WY

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