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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
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Tracy C

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

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.

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

CFP®, Series 66

Minden, LA

Meriwether Wealth & Planning, LLC

Andrew Pendergrass is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Meriwether Wealth & Planning, LLC since 2021 and previously held roles at Argent Trust Company, Argent Advisors, Inc., and LPL Financial. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and consulting, using a combination of model allocations and individualized recommendations across a variety of investment vehicles.

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