2020 Tax Guide
Mailing ScheduleForm 1099 Tax Information By January 31, 2021, Pershing will begin mailing Form 1099 tax statements. When you receive your Form…
02.10.21 Company UpdatesCompany Promotions Announced
6 Meridian announces the following title promotions: Trevor Phillippi, CFA®, has been promoted to Chief Operating Officer. Ammie Weidner has…
01.08.21 Company UpdatesArt of the Charcuterie Board with Katharine Elder
2020 Fall Virtual Series Final Presentation NOW AVAILABLE What’s the secret to creating both a beautiful and tasty charcuterie board? …
11.19.20 Company UpdatesNew wealth advisor joins the 6 Meridian team
Welcome our newest wealth advisor, Jordan Swisher! Jordan is a dual major from Kansas State University and holds both CFP…
10.15.20 Company Updates6 Meridian earns Best Places to Work honor
6 Meridian was honored to be selected by our employees as a Best Places to Work hosted by the Wichita…
10.09.20 Company UpdatesNew website tutorial now available
Our website has been updated! Watch this 2 minute tutorial to learn about the new changes we implemented with you…
10.05.20 Company Updates6 Meridian celebrates The Phoenix new facility in Wichita
The 6 Meridian team was grateful to be a part of The Phoenix Open House to celebrate their new facility…
10.02.20 Company UpdatesRozzell earns the ChFC® designation
Tim Rozzell ChFC®, Wealth Advisor, has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial…
09.30.20 Company UpdatesWeidner honored at 40 Under 40 Virtual Event
The firm celebrated, Assistant Vice President, Ammie Weidner, as she was honored as a 40 Under 40 award recipient by…
08.11.20 Company UpdatesPhox and Dechant featured in Financial Advisor Magazine
What’s it like to be the next generation of wealth advisors at 6 Meridian? And how does a wealth advisory…
08.04.20 Company UpdatesClient Relationship Summary Form Updated June 2020
The Securities and Exchange Commission (“SEC”) has adopted new and updated rules that require registered investment advisers and registered broker-dealers to provide a brief client relationship summary to retail investors beginning in May 2020.
07.23.20 Company Updates6 Meridian Honored as an Innovation Award Recipient
Thank you to the Wichita Business Journal for the honor of being named a 2020 Innovation Award recipient. This virtual…
07.10.20