Featured Business Financial Advisor in Wheaton, IL
Wheaton Financial Advisors
Edge Portfolio Management, LLC
1776 Naperville Road Ste. 102A
Wheaton, IL 60189
Phone Number
Advisor Profile
Ed Meek
Name:  Ed Meek
Website:  Visit Website

About Edge Portfolio Management, LLC

Edge Portfolio Management was founded in 2005 with the mission to identify and implement today's most innovative financial planning and investment strategies for a select group of high net worth clients. We connect our clients to all areas of financial help, not just investment management. Taxes, estate planning, income planning, medicare, and insurance are just some of the topics we cover with the families that we work with. Since we serve fewer clients than most advisors, we are able to provide a high level of personal service customized to help you achieve your financial goals.
 

General Information

I work with the following types of clients:    Businesses, Individual Investors
CRD#:    2246630
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    14
States Willing to do Business in:    Not Provided
Firm CRD#:    136426
Name of Custodial Firm:    TD Ameritrade, Fidelity
 

Services

I can meet clients in the following ways:    At your office, At your home, At my office
Investment Types:    Options, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Video Conference, Via email, Via phone
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 66
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER" Certificant, CFP®
Financial Organization Memberships:    Paladin Registry
 

Firm Information

Assets Managed by Firm:    $215,000,0000
Firm's Number of Clients:    110
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Fee Structure:    Commissions Only