Lynn
O'Mealia

Loudon Investment Management, LLC

CRD#6071826
Investment Advisor
in West Lebanon, NH

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About this Advisor

Lynn O'Mealia is a financial advisor based in West Lebanon, New Hampshire, working with Loudon Investment Management, LLC. Lynn has previously held a position at Loudon Investment Management and has passed the Series 65 regulatory exam. Lynn is registered to provide services in New Jersey. Currently, Lynn is part of Loudon Investment Management, LLC, which operates out of West Lebanon, New Hampshire. The firm has 4 employees and manages assets totaling $200.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Loudon Investment Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Office Location

24 Airport Road Ste 307
West Lebanon, NH 03784

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Loudon Investment Management, LLC Brokerage Details

Total Assets Under Management

$200,462,116

NH Average: $509,638,208
Total Number of Employees

4

NH Average: 12
Total Number of Accounts

166

NH Average: 581
Average Account Size

$1,207,603

NH Average: $877,174

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Lynn O'Mealia Work History

2010 - Present (14 years)

Loudon Investment Management

Disclosures

Please visit the SEC profile of Lynn O'Mealia 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 Loudon Investment Management, LLC

Lynn O'Mealia
West Lebanon, NH
Emily Sands
West Lebanon, NH
Douglas Loudon
West Lebanon, NH

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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