Lori W Meter
Investment Adviser Representative at Bright LAKE Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lori W. Meter is an investment adviser representative with Bright LAKE Wealth Management, LLC in Roseville, CA, where they have been registered since 2026. They have worked in the securities industry since 2012 and have been registered with 8 firms, including TLG Advisors, Inc. and KEY Investment Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
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.
- BANK OF America, N.A.Sep 2016 – Mar 2017Bloomfield, CT
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 – Mar 2017Bloomfield, CT
- Foresters Financial ServicesJul 2017 – Jul 2018North Haven, CT
- UnemployedApr 2017 – Jul 2017Glastonbury, CT
- G-bury BnB, LLC.Apr 2018 – Aug 2021Glastonbury, CT
- Foresters Financial ServicesJul 2018 – Feb 2019E. Hartford, CT
- Key Investment Services LLCMar 2019 – Apr 2021Manchester, CT
- COVRAug 2021 – Dec 2022Boise, ID
- Crump Life Insurance ServicesApr 2023 – Feb 2026Harrisburg, PA
- UnemployedDec 2022 – Apr 2023Winnemucca, NV
- Bright Lake Wealth Management, LLCFeb 2026 – no end date reportedRoseville, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bright LAKE Wealth 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
- Fixed fee
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
Income Planning In Retirement, Investment Planning and Management, Tax Strategy In Retirement, Health Care Planning In Retirement, and Legacy Planning In Retirement. The firm also offers free no-obligation retirement planning workshops.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Redding, CA
- SEC file number:
- 801-135764
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 29, 2026
View full firm profileOther advisors at Bright LAKE Wealth Management, LLC
5 other advisors in the directory
Similar advisors in Roseville, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lori W Meter 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched