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Tracy Lynn Campbell

Advisor at Meriwether Wealth & Planning, LLC — Minden, LA

Updated today

Credentials

Series 65

Experience

5 years

Location

Minden, LA 71055

Meriwether Wealth & Planning, LLC logo

Meriwether Wealth & Planning, LLC

Team

Total advisors

5

Clients per advisor

119 Very High

Avg AUM per client

$484,702 Low

HNW client ratio

12% Very Low

About

Tracy Campbell is a financial advisor at Meriwether Wealth & Planning, LLC with five years of industry experience. Prior to joining Meriwether Wealth & Planning, Campbell worked at b1BANK for seven years. Outside of financial advising, Campbell is the owner of TLC Self Storage LLC and is a vendor at two local antique malls. Meriwether Wealth & Planning LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and various organizations. The firm creates customized investment strategies based on client objectives and risk tolerance, utilizing a combination of direct management, third-party managers, and passive investment vehicles.

Client services

Based on Meriwether Wealth & Planning, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Meriwether Wealth & Planning, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing

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Fee options

Fixed

Financial planning and consulting fixed fees between $1,000 and $25,000; ongoing planning fees charged monthly or quarterly.

Percentage

$1 - $500,000: 1.25% $501,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.70%

Project-based

Hourly fees for financial planning and consulting services between $150 and $500 per hour.

Other

Fee-only: Financial planning and consulting services fixed fee between $1,000 and $25,000; hourly fees between $150 and $500 per hour; ongoing planning fees payable monthly or quarterly.

Location

Minden, LA

1000 Broadway St

Minden LA 71055

Advisors at this office

5

Most active in

Arkansas · Louisiana

Work history

5 years of industry experience

Meriwether Wealth & Planning, LLC

2021 - Present • 5 years

Minden, LA

b1BANK

2013 - 2020 • 7 years

Baton Rouge, LA

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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Jeremy P

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

Jeremy Pendergrass is a financial advisor at Meriwether Wealth & Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Argent Advisors, Inc. and Riverstone Software prior to joining Meriwether Wealth & Planning in 2021. Outside of his advisory role, he owns Pendergrass Management, LLC, a coaching and consulting firm serving business and nonprofit leaders. Meriwether Wealth & Planning is a team-based registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, tailoring portfolios with a combination of direct management, outside managers, and various investment vehicles.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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John C

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

John Cristler IV is a financial advisor at Meriwether Wealth & Planning, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Crossmark Management Group. Prior to his financial career, he spent four years at Louisiana Tech University and four years at North Desoto High School. Meriwether Wealth & Planning LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing a combination of direct management, outside managers, and passive investment vehicles.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Mark G

CFP®

Minden, LA

Meriwether Wealth & Planning, LLC

Mark Green is a CFP® professional with four years of experience at Meriwether Wealth & Planning, LLC. Prior to entering the financial advisory field, he worked in physical therapy for six years. Meriwether Wealth & Planning LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, employing a combination of direct management, third-party research, and outside managers to manage diversified portfolios.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Robert A

Series 63, Series 66

Gibsland, LA

Tucker Asset Management LLC

Robert Anglin is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes roles at LPL Financial and Investment Centers of America, with over two decades at GBT Financial Services, where he is also a licensed insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down macroeconomic asset-allocation process and integrates alternative investments, including private or non-liquid assets, to implement diversified portfolios.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Brian M

Series 66

Homer, LA

Edward Jones

Brian Meeker is a financial advisor at Edward Jones with five years of industry experience. Before joining Edward Jones in 2021, he worked six years at Enterprise Computing Services. Outside of his advisory role, he owns Mammoth Equipment Rental LLC, a business involved in equipment rental operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Shari W

Series 63, Series 66

Minden, LA

Edward Jones

Shari White is a financial advisor at Edward Jones with 34 years of industry experience. She has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. Outside of her advisory role, she is the owner of a rental property in Minden, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Founder/Business Owner
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