Stay In Touch

When it comes to wealth management information, 6 Meridian has you covered. Whether it’s in-person meetings, phone calls, or monthly viewpoint, blog, and social media updates, we share knowledge that helps you navigate market conditions and understand your investment options. We’re always just a call or click away. Let us know if you are not […]

Trevor Phillippi Promoted to VP, Director of Operations

6 Meridian Promotes from within to fill Director of Operations role Wichita, KS, September 20, 2017–  6 Meridian LLC, an SEC registered investment advisory firm, has promoted Trevor Phillippi to Vice President, Director of Operations.  Phillippi has worked with the team at both 6 Meridian and their former wire-house as an analyst for the investment […]

Pam Smith, Partner, Earns ChFC Designation

PAM SMITH EARNS CHARTERED FINANCIAL CONSULTANT® (ChFC®) DESIGNATION, FINANCIAL PLANNING’S HIGHEST STANDARD Wichita, KS- August 3, 2017- Pam Smith CRPC®, ChFC®, Partner, Senior Vice President, Wealth Advisor has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial Services, Bryn Mawer, PA. Candidates for the ChFC® designation must complete a minimum […]

6 Meridian Adds New Team Member

6 Meridian Wealth Management Group Hires New Team Member. Wichita, KS, June 20th, 2017– 6 Meridian LLC, an SEC registered investment advisory firm, welcomed their 15th member to the team.  Tracy Cochran, joins the team as Office Administrator.  Cochran will oversee office technology, correspondence, accounting, scheduling, contact management systems and framing the client experience.  Learn […]

6 Meridian Announces New Hire

6 Meridian Wealth Management Group Hires New Advisor. Wichita, KS, May 15, 2017– 6 Meridian LLC, an SEC registered investment advisory firm, welcomed their 14th member to the team in April. Tim Rozzell, an Andover native, joined the team as a Registered Associate Wealth Advisor. “Tim Rozzell is a perfect fit for our organization. He […]

Important Tax Document Notice

As 2016 comes to a close, we at 6 Meridian would like to express our gratitude for your continued confidence and support. As we move from a year of transition and change, we look forward to the future, and appreciate the opportunity to continue to assist with your financial needs. As part of our ongoing […]

Welcome Letter

Dear Valued Client, We are excited to announce the formation of 6 Meridian, an independent registered investment advisory (RIA) firm, formerly the Kirk, Bahm Group at Morgan Stanley. Our new firm is registered with the Securities and Exchange Commission (SEC), and all 13 members of our team have left Morgan Stanley to form 6 Meridian. […]

Transition FAQs

Why the name 6 Meridian? Before much of the West could be settled, the territory our firm calls home needed to be surveyed. In 1855, the initial point of the Sixth Principal Meridian was established on what is now the Kansas-Nebraska border. This north/south line was the launching point of the Great West and the […]