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David Baldwin Meske

Investment Adviser Representative at TCP Asset Management, LLC

Columbus, OHCRD #4142982Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Baldwin Meske is an investment adviser representative with TCP Asset Management, LLC in Columbus, OH, where they have been registered since 2017. They have worked in the securities industry since 2000 and have been registered with 3 firms, including Trendency Capital Management, LLC and Lincoln Financial Advisors Corporation. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Ohio and Texas.

Office

481 E Town Street
Columbus, OH 43215

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio, Texas
Broker:
14 states and territories

California, Florida, Illinois, Indiana, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Vermont, Washington, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/17/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 5/1/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/28/2009
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/18/2000
Series 24
General Securities Principal Examination
Passed 5/28/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

TCP Asset Management, LLCCurrent
1/20/2017 – Columbus, OH
Trendency Capital Management, LLC
3/30/2015 – 1/13/2017Columbus, OH
Lincoln Financial Advisors Corporation
4/5/2012 – 5/22/2014Columbus, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Trendency Capital Management LLC.
    Feb 2015 – Jan 2017Dublin, OH
  2. United Planners Financial Services of America
    Dec 2016 – no end date reportedScottsdale, AZ
  3. TCP Asset Management, LLC
    Jan 2017 – no end date reportedColumbus, OH
  4. Clintonville Community Fund Board
    Apr 2015 – Jan 2018Columbus, OH
  5. Our Lady of Peace Athletic Board
    Mar 2015 – no end date reportedColumbus, OH
  6. Rotary International- Clintonville, OH
    Jan 2013 – Jan 2023Columbus, OH
  7. Trendency Capital Partners
    Jan 2015 – Jan 2019Columbus, OH
  8. Trendency Capital Partners/ Riley Benefits & Investments
    Jan 2015 – Jan 2019Columbus, OH
  9. TCP Asset Management, LLC
    Jan 2015 – no end date reportedColumbus, OH
  10. Riley Benefits & Investments Group
    Jan 2015 – no end date reportedColumbus, OH
  11. TCP Asset Management, LLC
    Jan 2015 – no end date reportedColumbus, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About TCP Asset Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Full-service independent wealth management, including fiduciary financial advice, financial planning, and ongoing collaboration to support clients' financial independence

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementFiduciary AdviceFinancial PlanningIndependent FirmBoutique

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
25
Offices listed on AdvisorFinder:
10
Main office:
Upper Arlington, OH
SEC file number:
801-108836

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at TCP Asset Management, LLC

Showing 12 of 25 in the directory

View TCP Asset Management, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Baldwin Meske has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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David Baldwin Meske (TCP Asset Management) - Advisor Profile