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John Finn

Finn and Meehan Wealth Management

850 Aquidneck Ave
Ste A4

Middletown, RI 02842
(401) 8484579ext102

Clarity and Confidence

About Finn and Meehan Wealth Management

At Finn & Meehan Wealth Management, LLC, we strive to deliver a truly personal planning experience. We believe that effective wealth management encourages clarity, not confusion. By simplifying the complexities often associated with financial planning, we inspire clients to pursue their most valued goals.

In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most.

Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life.

We build relationships on our core values of honesty, integrity, and perseverance. Genuine connection and chemistry are key to success, and we work strive to create a truly comfortable environment for clients to enjoy. By uniting the capacity of a major brokerage firm with the personal touch of a boutique practice, we can build disciplined financial plans tailored to your unique goals. While large enough to access leading resources and relationships across the industry, our firm remains intimate enough so we can truly know our clients and continue developing lasting relationships.

General Information

Firm Start Year

2001

No.of Employees

5-9

CRD#

1505858

Name of Broker/Dealer

LPL Financial

States Licensed in

CA,CO,CT,DE,FL,GA,HI,IL,IN,KS,KY,MA,MD,ME,MI,MN,MO,NC,ND,NH,NJ,NV,NY,OH,PA,RI,SC,TX,UT,VA,VT,WA

Years of Experience in Financial Services

30

Number of Years with Current Firm

20

Work Experience

For over 30 years I have helped people prepare for and enjoy retirement. Transitioning from one life chapter to the next can be difficult. I believe we have a process to simplify the process and create good experience for our clients.

I work with the following types of clients

Individual Investors

Services

Investment Types

Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments

I can meet clients in the following ways

Video Conference, At your home, At my office, Via phone, At your office, Via email

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®)

Securities Licenses

Series 65, Series 63, Series 24, Series 22, Series 7, Series 6

Insurance and Annuity Licenses

Disability, Accident, Annuity, Health, Life, HMO, Variable Annuity, Long Term Care, Variable Life

Financial Organization Memberships

National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals, Financial Planning Association (FPA)

Non-Financial Organization Memberships

St. Columba the Berkley Memorial Chapel, Senior Warden Island Youth Lacrosse, Asst. Coach

Firm Information

Firm's Number of Clients

175

Firm's Number of Planning Clients

125

Firm's Number of Managed Clients

175

Assets Managed by Firm

15000000

Advisor's Number of Clients

250

Advisor's Number of Managed Clients

125

Advisor's Number of Planning Clients

125

Assets Managed by Advisor

12000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Hourly Rate

$200

Education

B.A Economics - Economics

University of Rhode Island
September 1981 - May 1985