Tracy
Campbell

Meriwether Wealth & Planning, LLC

CRD#7319325
Investment Advisor
in Minden, LA

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About this Advisor

Tracy Campbell is a financial advisor based in Minden, Louisiana, working with Meriwether Wealth & Planning, LLC. Tracy has previously held positions at Meriwether Wealth & Planning, LLC and B1Bank. Tracy has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Tracy is part of Meriwether Wealth & Planning, LLC, which operates out of Minden, Louisiana. The firm has 1 office and 7 employees. The firm manages assets totaling $219.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Meriwether Wealth & Planning, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1000 Broadway St
Minden, LA 71055

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Meriwether Wealth & Planning, LLC Brokerage Details

Total Assets Under Management

$219,777,242

LA Average: $486,181,852
Total Number of Employees

7

LA Average: 13
Total Number of Accounts

1,166

LA Average: 722
Average Account Size

$188,488

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Tracy Campbell Work History

2021 - Present (3 years)

Meriwether Wealth & Planning, LLC

2013 - 2020 (7 years)

B1Bank

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Disclosures

Please visit the SEC profile of Tracy Campbell 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 Meriwether Wealth & Planning, LLC

Jeremy Pendergrass
Minden, LA
Tracy Campbell
Minden, LA
Andrew Pendergrass
Minden, LA
Tyrus Pendergrass
Minden, LA

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