Sreeni Meka, CFA®, CFP® partners with families and individuals to build disciplined, personalized investment strategies — with full transparency, no commissions, and your best interests always first.
Lakeland Wealth Management is a registered investment adviser registered with the Tennessee Securities Division, Department of Commerce and Insurance. Registration does not imply a certain level of skill or training. A copy of Lakeland Wealth Management's current written disclosure brochure (Form ADV Part 2) discussing our advisory services and fees is available upon request or through the Investment Adviser Public Disclosure database at www.adviserinfo.sec.gov.
Lakeland Wealth Management charges fees for advisory services. Fees may include a percentage of assets under management and/or fixed planning fees. Full fee details are disclosed in our Form ADV Part 2. Lakeland Wealth Management does not receive commissions or compensation from third parties in connection with advisory services.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. No strategy assures success or protects against loss. The information on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice.
Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Deposit • Not Insured by Any Government Agency
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are registered trademarks of Certified Financial Planner Board of Standards, Inc. Sreeni Meka, CFA®, CFP® holds these credentials and is bound by their respective codes of ethics.
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