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Dennis Meek Jr.

Advisor at Cetera

Updated today

Location

Richland, MS 39218

Credentials

Series 63, Series 65

Industry experience

14 years

About

Dennis Meek Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He is also the owner of Dennis Meek & Company, P.A., a CPA firm providing tax preparation, bookkeeping, payroll services, and outsourced CFO services. Meek serves as a board member of Hope House of Hospitality, a nonprofit supporting patients undergoing outpatient cancer treatment, where he manages accounting and tax compliance. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management strategies, fiduciary services, and access to third-party managers, combining retirement and institutional capabilities with a broad advisory platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

627 Hwy 49 S Suite A

Richland, MS 39218

Most active in

Mississippi

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Dennis Meek dba Meek Tax & Wealth Management

2025 - Present (1 year)

Avantax Investment Services Inc.

2025 - 2025 (1 year)

Avantax Insurance Agency, LLC

2025 - 2025 (1 year)

Avantax Advisory Services

2025 - 2025 (1 year)

OSAIC

2024 - 2025 (1 year)

Woodbury Financial Services inc

2021 - 2024 (3 years)

Avantax Advisory services

2015 - 2021 (6 years)

Avantax Investment Services, INC.

2011 - 2021 (10 years)

Dennis Meek & Company PA

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Roger C

Series 65

Jackson, MS

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Tax-loss harvesting Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies
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Ian M

Series 63, Series 65

Jackson, MS

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Ian Mc Ginnis is a financial advisor at Dental Wealth Partners LLC in Jackson, MS, holding Series 63 and Series 65 designations with four years of industry experience. His prior work includes roles at Davis Private Wealth, MML Investors Services, and Northwestern Mutual. Dental Wealth Partners serves dental professionals, high-net-worth individuals, and sponsor-level retirement plans, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and dental practice valuation services. The firm emphasizes diversified asset allocation, tax-aware implementation, and ongoing portfolio monitoring, with specialized support for retirement plan governance and practice owners.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Dentist Founder/Business Owner
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Ashby F

Series 65

Ridgeland, MS

Vector Money Management Inc

Ashby Foote III is the Chief Investment Officer of Vector Money Management Inc and holds a Series 65 credential with 21 years of industry experience. He has worked at Vector Money Management since 1988. Outside of his advisory role, Foote serves as an elected City Councilman for Ward 1 of Jackson, MS, and is a board member of several nonprofit organizations, including the Institute of Technology Development, Bigger Pie Forum, Innovate Mississippi, and the Association of Graduates Investment Committee at West Point. Vector Money Management provides discretionary investment advisory and portfolio management services to individuals, trusts, corporations, institutions, foundations, and charitable organizations. The firm employs a top-down Classical Economic Model to guide sector and security selection, managing equity, balanced, and fixed-income strategies on a discretionary basis.

Active portfolio management Options & derivatives strategies
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Huiming S

CFA®, Series 65

Clinton, MS

Wealth Management, LLC

Huiming Sun is a CFA® charterholder and Series 65 licensed financial advisor with 10 years of industry experience. Since 2015, Sun has been the sole advisor at Wealth Management, LLC in Clinton, MS. Outside of advisory work, Sun provides tax preparation services for a small number of individuals annually. Wealth Management, LLC offers discretionary investment management and advisory services primarily to affluent individuals, as well as select institutional and charitable clients. The firm focuses on client-specific investment policies, strategic asset allocation, and manager/security selection, utilizing both active and passive funds, with regular portfolio reviews and formal board-level engagement for institutional clients.

Tax-loss harvesting Active portfolio management Passive / index investing General tax planning

Josh N

CFA®, CFP®, CPA

Jackson, MS

Lefleur Financial

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Inherited wealth Founder/Business Owner
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Glover R

Series 63, Series 65

Jackson, MS

Russell Wealth Management, LLC

Glover Russell is the principal of Russell Wealth Management, LLC, an independent firm based in Jackson, Mississippi. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he maintains a part-time legal practice focusing on estate planning, probate, and trust litigation. Russell Wealth Management provides customized investment management services to high-net-worth individuals, retirement and pension plans, trusts, estates, charitable foundations, and private corporations. The firm emphasizes risk-adjusted returns through fundamental security analysis with a long-term value orientation, tailoring portfolio management to each client’s objectives.

Wealth management
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