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Henry Joseph Lessner

Meridian Wealth Management, LLC

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About Henry Joseph Lessner

Henry Lessner is a financial advisor with Meridian Wealth Management, LLC. Henry has been in the financial industry since 2005. Henry has worked for several firms in the industry, including Silver Oak Securities, Incorporated, United Securities Alliance, Inc., and Walnut Street Securities, Inc. Henry is a Certified Financial Planner. He is licensed to provide financial advice in Texas. Henry has a wide range of experience in financial planning, portfolio management, pension consulting and educational seminars.

Firm Information

Henry Lessner is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is a Kentucky-based firm that manages over $2.9 billion in assets for individuals, families, and institutions. The firm specializes in financial planning, portfolio management, and pension consulting, offering personalized investment solutions tailored to each client's unique needs. Their team of experienced professionals provides a range of services, including educational seminars and selection of other advisors. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and businesses. They also participate in wrap fee programs.
Meridian Wealth Management, LLC

100 W MAIN STREET

LEXINGTON, KY 40507

$2.91B

Assets Under Management

10

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Henry Lessner’s Registration & Firm History

TX

05/03/2022 - Present

Meridian Wealth Management, LLC (ALLEN TX)

TX

02/15/2007 - 06/05/2018

SILVER OAK SECURITIES, INCORPORATED (ALLEN TX)

TX

06/29/2006 - 02/13/2007

UNITED SECURITIES ALLIANCE, INC. (DALLAS TX)

TX

03/31/2005 - 07/13/2006

WALNUT STREET SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 05/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Joseph Lessner.
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