Morgan Meschede (CRD# 7358094) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Valparaiso, IN and has 1 year of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Valparaiso, IN | Jan 2024 - Current | < 1 |
| Harvey Wealth Management | Valparaiso, IN | Mar 2021 - Current | 3 |
| Woodbury Financial, Inc. | Valparaiso, IN | Oct 2022 - Jan 2024 | 1 |
| Duneland School Corporation | Chesterton, IN | Sep 2020 - Apr 2021 | < 1 |
| Mize Family | Chesterton, IN | Jan 2018 - Apr 2021 | 3 |
| Pier 1 Imports | Valparaiso, IN | Sep 2017 - Jan 2018 | < 1 |
| Hobart Parks Department | Hobart, IN | Apr 2017 - Sep 2017 | < 1 |
| Justice | Merrillville, IN | Nov 2016 - May 2017 | < 1 |
| Deep River Waterpark | Crown Point, IN | Apr 2016 - Sep 2016 | < 1 |
| Student | Hobart, IN | Jan 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- IN
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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