Mark Thomas Meredith
Investment Adviser Representative at Meredith Wealth Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark Thomas Meredith is an investment adviser representative with Meredith Wealth Planning in Maryville, IL, where they have been registered since 2019. They have worked in the securities industry since 2011 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Uvest Financial Services Group, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida, Illinois, Missouri, and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Illinois, Missouri, Texas
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.
- THE BANK OF EdwardsvilleJun 2011 – Mar 2019Glen Carbon, IL
- Raymond James Financial ServicesNov 2011 – Mar 2019Glen Carbon, IL
- Raymond James Financial Services Advisors Inc.Nov 2011 – Mar 2019Glen Carbon, IL
- Meredith Wealth PlanningMar 2019 – no end date reportedMaryville, IL
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Meredith Wealth Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- 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
Comprehensive financial planning and investment management including tax planning (tax-loss harvesting, Roth conversions, asset location), investment management (globally diversified portfolios, low-cost ETFs, systematic rebalancing, evidence-based strategies), and retirement planning (Social Security optimization, Medicare planning, distribution strategy).
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:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Maryville, IL
- Founded:
- 2019
- SEC file number:
- 801-122113
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 29, 2026
View full firm profileOther advisors at Meredith Wealth Planning
1 other advisor in the directory
View Meredith Wealth Planning firm profileSimilar advisors in Maryville, IL
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. Mark Thomas Meredith 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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