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Keith Bartley Allen

Investment Adviser Representative at MERIDIAN INVESTMENT ADVISORS, INC.

Indianapolis, INCRD #2929365Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
6

Professional summary

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

Keith Bartley Allen has worked in the securities industry since 2012. They are registered to provide investment advisory services in Indiana.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Indiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/21/2021
Series 66
Uniform Combined State Law Examination
Passed 7/18/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 1/11/1999
SIE
Securities Industry Essentials Examination
Passed 6/16/2015
Series 7
General Securities Representative Examination
Passed 6/13/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/14/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1,000,0001.00%
Next $2,000,0000.75%
Next $2,000,0000.50%
Next $10,000,0000.38%
Above $15,000,0000.00%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Meridian Investment Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERIDIAN INVESTMENT ADVISORS, INC.Current
4/22/2021Indianapolis, IN
NFP ADVISOR SERVICES, LLC
4/29/20136/16/2015Carmel, IN
TRANSAMERICA FINANCIAL ADVISORS, INC.
9/4/20095/6/2013Carmel, IN
TRANSAMERICA FINANCIAL ADVISORS, INC.
8/1/20069/4/2009Carmel, IN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MERIDIAN INVESTMENT ADVISORS, INC.

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View MERIDIAN INVESTMENT ADVISORS, INC. firm profile
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. Keith Bartley Allen 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.

Keith Bartley Allen - Financial Advisor in Indianapolis, IN | AdvisorFinder