Company Updates

Company Updates

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 Updates

Company 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 Updates

Art 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 Updates

New 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 Updates

6 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 Updates

New 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 Updates

6 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 Updates

Rozzell 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 Updates

Weidner 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 Updates

Phox 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 Updates

Client 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 Updates

6 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