Sreeni Meka
Lakeland Wealth Management, LLC · Memphis, Tennessee
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.
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Specialties
Facts
| Firm | Lakeland Wealth Management, LLC |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model | Percentage of assets · Flat fee or retainer |
| Assets under management | $36.4M across 127 accounts |
| Credentials | CFP · CFA · MBA |
| SEC registration | Investment adviser representative in TN, TX · CRD 6433808 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lakelandwealth.com |
| Profile |
How Sreeni's firm compares
- Lakeland Wealth Management, LLC's average account is about $286,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Sreeni
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Lakeland Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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