Dan D. Meiklejohn
Portefeuillebeheerder-Aandelen bij Spectrum Management Group LLC (Indiana)
Profiel
Mr. Dan D.
Meiklejohn, CPA, is a Managing Director at Spectrum Management Group LLC (Indiana).
Prior to joining Spectrum, Mr. Meiklejohn held impactful roles at industry-leading professional firms in wealth management, accounting, and law where he collaborated closely with individuals, families, and business owners to help them navigate through various transitions that impact their wealth, business ownership, and family dynamic.
He received his undergraduate degree from Indiana University.
Actieve functies van Dan D. Meiklejohn
| Bedrijven | Functie | Begin |
|---|---|---|
Spectrum Management Group LLC (Indiana)
 Spectrum Management Group LLC (Indiana) Investment ManagersFinance Spectrum Management Group LLC (SMG) is an independent wealth management firm headquartered in Indianapolis, Indiana. The firm was founded in 1995 by Leslie D. Thompson and Robert (Bob) C. Phillips. SMG provides investment management services to individuals, high net-worth individuals, business entities, qualified retirement plans, foundations, endowments, charitable organizations, and trusts. | Portefeuillebeheerder-Aandelen | 01-02-2024 |
Eerdere bekende functies van Dan D. Meiklejohn
| Bedrijven | Functie | Einde |
|---|---|---|
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Analyst-Equity | 30-06-2011 |
Opleiding van Dan D. Meiklejohn
| Indiana University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Finance |
Spectrum Management Group LLC (Indiana)
Spectrum Management Group LLC (Indiana) Investment ManagersFinance Spectrum Management Group LLC (SMG) is an independent wealth management firm headquartered in Indianapolis, Indiana. The firm was founded in 1995 by Leslie D. Thompson and Robert (Bob) C. Phillips. SMG provides investment management services to individuals, high net-worth individuals, business entities, qualified retirement plans, foundations, endowments, charitable organizations, and trusts. | Finance |
