Dan D. Meiklejohn

Portfolio Manager-Equities at Spectrum Management Group LLC (Indiana)

Finance

Consumer Services

Profile

Mr. Dan D.
Meiklejohn, CPA, is a Managing Director at Spectrum Management Group LLC (Indiana).
Prior to joining Spectrum, Mr. Meiklejohn held impactful roles at industry-leading professional firms in wealth management, accounting, and law where he collaborated closely with individuals, families, and business owners to help them navigate through various transitions that impact their wealth, business ownership, and family dynamic.
He received his undergraduate degree from Indiana University.

Dan D. Meiklejohn active positions

Companies	Position	Start
Spectrum Management Group LLC (Indiana) Spectrum Management Group LLC (Indiana) Investment ManagersFinance Spectrum Management Group LLC (SMG) is an independent wealth management firm headquartered in Indianapolis, Indiana. The firm was founded in 1995 by Leslie D. Thompson and Robert (Bob) C. Phillips. SMG provides investment management services to individuals, high net-worth individuals, business entities, qualified retirement plans, foundations, endowments, charitable organizations, and trusts.	Portfolio Manager-Equities	2024-01-31

All active positions of Dan D. Meiklejohn

Former positions of Dan D. Meiklejohn

Companies	Position	End
BKD Wealth Advisors LLC BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities.	Analyst-Equity	2011-06-29

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Training of Dan D. Meiklejohn

Indiana University

Undergraduate Degree

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Linked companies

Private companies	2
BKD Wealth Advisors LLC BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities.	Finance
Spectrum Management Group LLC (Indiana) Spectrum Management Group LLC (Indiana) Investment ManagersFinance Spectrum Management Group LLC (SMG) is an independent wealth management firm headquartered in Indianapolis, Indiana. The firm was founded in 1995 by Leslie D. Thompson and Robert (Bob) C. Phillips. SMG provides investment management services to individuals, high net-worth individuals, business entities, qualified retirement plans, foundations, endowments, charitable organizations, and trusts.	Finance