Ed Meek, CFP®
Winfield, Illinois, 60190
Member Since 2011
A passion to provide our clients peace of mind—that’s our motto! Our goal is to help our clients build and maintain their wealth.
Risk, of course, is inherent in all investment. But not all risk is created equal. Your portfolio—and thus your sense of peace about the future—does not need to be exclusively tied to the stock market.
Edge was launched with this specific mission: to identify and implement today’s most innovative investment strategies to help our clients build and maintain their wealth.
Edge is a boutique investment firm that specializes in providing investment services that have a specific focus of reducing volatility between stocks, bonds, and alternative investments. We like to call that “Controlled Growth Investing.”
My Location
Background Information
Years of Financial Experience
- 20
Education
- Loyola University - Chicago, IL (BBA - Marketing)
Certifications and Designations
- CFP®
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them semi-annually
Registration & Licensing
- CRD/IARD Number: 2246630
- Securities Registrations: Series 65, Series 63, Series 7
- Insurance Licenses: Life, Annuity, Disability, Health
Company Names
- Registered Investment Advisor: Edge Portfolio Managment, LLC
- Broker/Dealer: Mt. Rushmore Securities
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Disclosure(s)
- View StatementEd Meek CFP® CEO/Investment Advisor Edge Portfolio Management, LLC 1N141 County Farm Rd. - Suite 110 Winfield, IL 60190 630-221-1000 Direct 630-302-2853 Cell 630-396-9000 Fax ed@edge-pm.com www.edge-pm.com Private Placement Securities Offerred through: Mt Rushmore Securities LLC 1703 Padmavani Lane, Ste A Fairfield, IA, 52556 Member FINRA, SIPC
- View Statement
Planning Services
- Financial Planning, Retirement, Estate, Charitable
Investment Services
- Strategy Development, Asset allocation, Performance Reporting
Investment Products
- Mutual Funds, Securities, Hedge Fund, REITs, Limited Partnerships
Visit Website - http://www.edge-pm.com
