# Sreeni Meka

> Sreeni Meka is a fee-only financial advisor at Lakeland Wealth Management, LLC in Memphis, Tennessee, who holds the CFP, CFA and MBA credentials. Sreeni charges a percentage of assets and a flat fee or retainer and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/sreeni-meka/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Lakeland Wealth Management, LLC
- **Based in:** Memphis, Tennessee
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Assets under management (firm):** $36.4M across 127 accounts
- **Credentials:** CFP, CFA, MBA
- **Specialties:** Retirement planning
- **CRD:** 6433808 (https://adviserinfo.sec.gov/individual/summary/6433808)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://lakelandwealth.com

## Frequently asked questions

### Is Sreeni Meka a fee-only financial advisor?

Yes. Sreeni Meka is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sreeni's firm.

### How does Sreeni charge for financial advice?

Sreeni charges a percentage of assets and a flat fee or retainer.

### Where is Sreeni Meka based?

Sreeni Meka is based in Memphis, Tennessee.

### What does Sreeni specialize in?

Sreeni's specialties include retirement planning.

### What credentials does Sreeni Meka hold?

Sreeni Meka holds the CFP, CFA and MBA credentials.

### Is Sreeni Meka registered with the SEC?

Yes. Sreeni Meka is registered as an investment adviser representative in TN and TX (CRD 6433808), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Lakeland Wealth Management, LLC manage?

Lakeland Wealth Management, LLC reports $36.4M across 127 accounts in assets under management.

### How do I contact Sreeni Meka?

Through Sreeni's website, lakelandwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/sreeni-meka-51914): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.lakelandwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.