David Lien
Investment Adviser Representative at Meeder Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Lien is an investment adviser representative with Meeder Advisory Services, Inc. in Dublin, OH, where they have been registered since 2024. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Ameriprise Financial Services, LLC and Crowdstreet Advisors, LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
1 state or territory
Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Altegris Investments, Inc.Dec 2011 – Jul 2020La Jolla, CA
- Emerson Equity LLCJul 2020 – Nov 2021San Mateo, CA
- CrowdStreet CapitalOct 2021 – Sep 2022San Diego, CA
- CrowdStreet Advisors, LLCOct 2021 – Sep 2022Austin, TX
- Ameriprise Financial Services, LLCMar 2023 – May 2024Imperial Beach, CA
- UnemployedOct 2022 – Feb 2023San Diego, CA
- Meeder Advisory Services, Inc.May 2024 – no end date reportedDublin, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Meeder Advisory Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $250,000
- Under $1,000,0000.80%
- $1,000,000 - $2,500,0000.70%
- $2,500,000 - $5,000,0000.65%
- $5,000,000 - $7,500,0000.60%
+2 more tiers on the firm profile
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Dublin, OH
- SEC file number:
- 801-40023
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at Meeder Advisory Services, Inc.
Showing 12 of 18 in the directory
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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 Lien 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.
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