News

Latest updates in the company and community

In the News

Phillippi named to 40 Under 40 list by the Wichita Business Journal

Cheers to our COO, Trevor Phillippi! Trevor was selected as a 40 Under 40 Award recipient by the Wichita Business…

06.16.21
In the News

TD Ameritrade Network Interviews Andrew Mies

Fed moves, tech stock outlook and how the market could be affected by possible new stimulus and infrastructure plans. Andrew…

06.03.21
In the News

Mies Offers Comments for Reuters Business Article

“Wall Street edges up as U.S. bond yields stay tame”– Mikolajczak, Chuck- Reuters Read the full article here.

05.26.21
Company Updates

6 Meridian Launches New ETF Strategy- SXQG

6 Meridian expands ETF lineup with new quality growth strategy- SXQG. Click here for the latest news on our ETF…

05.11.21
In the News

TD Ameritrade Network Interviews Andrew Mies

What are our thoughts on recent headlines and market conditions? Andrew Mies, 6 Meridian Chief Investment Officer joins TD Ameritrade…

04.25.21
In the News

Dechant Interviewed for National Women’s Month

Wealth management software provider, Addepar, celebrated National Women’s Month by highlighting influential women in the financial services industry. Margaret Dechant,…

03.31.21
In the News

Hampton Selected for Leadership Award

Congratulations to Partner, Sarah Hampton, for being selected as the Wichita Business Journal’s Women Who Lead in Financial Services.  What’s…

03.30.21
In the News

Kirk and Dechant Named to Forbes Top List

Forbes announces their Best-In-State Wealth Advisors for 2021.  Congratulations to Partner, Tom Kirk, and CEO, Margaret Dechant, for being chosen…

02.28.21
In the News

And the Winner is…

The team ‘virtually’ took home the Private Asset Management 2021 award for Women in Wealth Advocate of the Year- Firm…

02.15.21
Company Updates

Recipients of the 2020 Core Value Awards

Each quarter, employees of the firm nominate a fellow team member that exhibits our stated core values. Below are the…

02.15.21
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
In the News

Dechant Shares Our Recruitment Strategies with WealthManagement.com

“To attract talented financial advisors, this means offering something they don’t get elsewhere, and it can’t just be money.”  CEO,…

01.14.21