Emily Meredith
Advisor at LPL Financial — Grand Island, NE N Diers Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Grand Island, NE 68803
LPL Financial
Institution
Emily Meredith is a financial advisor with LPL Financial in Grand Island, NE, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2024, she worked with Northwestern Mutual Wealth Management Company and Raymond James Financial Services, Inc. Outside of her advisory role, Meredith is involved in fitness coaching through Land Fitness Coaching and participates in the food industry with Cardinal Snacks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a comprehensive range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Grand Island, NE N Diers Ave
2536 N Diers Ave
Grand Island NE 68803
Advisors at this office
3
Nebraska
5 years of industry experience
LPL Financial
2024 - Present • 2 years
Doniphan, NE
Land Fitness Coaching
2024 - Present • 2 years
Doniphan, NE
Steven Ryan
2022 - 2024 • 2 years
Grand Island, NE
Northwestern Mutual Wealth Management Company
2022 - 2024 • 2 years
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2022 - 2024 • 2 years
Grand Island, NE
Steven Ryan
2022 - 2022 • 1 year
Grand Island, NE
Raymond James Financial Services, Inc
2021 - 2022 • 1 year
Hastings, NE
Cardinal Snacks
2020 - Present • 6 years
Doniphan, NE
Nelson Financial Service, Inc
2020 - 2022 • 2 years
Hastings, NE
Cooperative Producers Inc
2018 - 2020 • 2 years
Hayland, NE
Bank of Doniphan
2018 - 2018 • 1 year
Hastings, NE
Central Community College
2016 - 2018 • 2 years
Hastings, NE
Dicks Sporting Goods
2016 - 2017 • 1 year
Grand Island, NE
Preisendorf Farms
2015 - 2018 • 3 years
Grand Island, NE
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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