Keith
Allen

Meridian Investment Advisors, Inc

CRD#2929365
Investment Advisor
in Indianapolis, IN

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About this Advisor

Keith Allen is a financial advisor based in Indianapolis, Indiana, working with Meridian Investment Advisors, Inc. Keith has previously held positions at Self-Employed - Sales Coaching, Kroger, Shepard Financial, Nfp Securities, Inc, Meridian Investment Advisors, Inc, Carmel High School, Furloughed/Unemployed, and Westfield Steel. Keith has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Keith is part of Meridian Investment Advisors, Inc, which operates out of Indianapolis, Indiana. The firm has 4 employees and manages assets totaling $568.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Meridian Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10321 N. Pennsylvania St.
Indianapolis, IN 46280

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Meridian Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$568,077,867

IN Average: $1,347,246,178
Total Number of Employees

4

IN Average: 46
Total Number of Accounts

1,110

IN Average: 1,775
Average Account Size

$511,782

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Keith Allen Work History

2021 - Present (3 years)

Meridian Investment Advisors, Inc

2018 - Present (6 years)

Carmel High School

2020 - 2021 (1 year)

Furloughed/Unemployed

2018 - 2019 (1 year)

Self-Employed - Sales Coaching

2018 - 2020 (2 years)

Westfield Steel

2016 - 2017 (1 year)

Kroger

2013 - 2016 (3 years)

Shepard Financial

2013 - 2015 (2 years)

Nfp Securities, Inc

Disclosures

Please visit the SEC profile of Keith Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Meridian Investment Advisors, Inc

Keith Allen
Indianapolis, IN
Michael Burley
Indianapolis, IN
Michael Werner
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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