Patricia Meidell has been Chairman of the Board of American Wealth Management since January 2008, is a control person of the firm and directly owns under 5% of it. Patricia Meidell holds a BS from Idaho State University and a Master's degree from the University of Arizona.
American Wealth Management is a Reno, NV firm with $761M under management, 897 clients and 5 advisers in one office, as of its June 2026 filing.
Pat Meidell is Chairman of the Board of American Wealth Management, based in Reno, Nevada. She has experience in finance, education and counseling. Before becoming a financial advisor she taught high school classes for 17 years, and after earning her first securities license in 1972 she opened her own financial services business in 1982.
Patricia Meidell’s longest registration is the current one, 18 years at American Wealth Management since 2008. Before joining American Wealth Management in 2008, Patricia Meidell was registered through Associated Securities Corp. and Associated Planners Investment Advisory Inc.
- LPL Financial LLC– · 1 yearReno, NV · Adviser representative · Firm CRD 6413
- American Wealth ManagementCurrent– present · 18 yearsReno, NV · Adviser representative · Firm CRD 122205
- Associated Securities Corp.– · 5 yearsReno, NV · Adviser representative · Firm CRD 12969
- Associated Planners Investment Advisory Inc– · 13 yearsReno, NV · Adviser representative · Firm CRD 104790
Professional designations
Listed by American Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Patricia Meidell is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from September 2008; the most recent is Texas, in November 2011.
- ArizonaSince 2 September 2009
- CaliforniaSince 9 July 2009
- NevadaSince 4 September 2008
- TexasResidentSince 21 November 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 June 1987 |
| Series 24 | General Securities Principal Examination | 12 June 1985 |
| Series 1 | Registered Representative Examination | 28 December 1972 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Registered Representative Examination
- Full name
- Patricia Faye Meidell
- CRD
- 331254
- Firm
- American Wealth Management · CRD 122205
- Role
- Chairman of the Board
- Office
- 570 HAMMILL LANE, Reno, NV 89511
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1973
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- financialhealth.com
Where does Patricia Meidell work?
Patricia Meidell has been Chairman of the Board of American Wealth Management since January 2008, and is a control person of the firm.
Is Patricia Meidell a financial advisor?
Yes. Patricia Meidell has a current investment-adviser registration in Arizona, California, Nevada and Texas, through American Wealth Management since September 2008.
How many years of experience does Patricia Meidell have?
Patricia Meidell has 53 years in the financial industry, since January 1973, across 4 adviser firms.
What exams has Patricia Meidell passed?
Patricia Meidell has passed 5 licensing exams: the Series 1, Series 24, Series 63, Series 65 and Series 7TO. The earliest, the Series 1, was passed in December 1972. FINRA credited Patricia Meidell with the SIE, which began in October 2018.
Where did Patricia Meidell work before American Wealth Management?
Before American Wealth Management, Patricia Meidell was registered through American Retirement Planners, May 2004 to July 2004; American Retirement Planners, February 1998 to December 2002.
Where is Patricia Meidell based?
Patricia Meidell’s registered office is in Reno, NV.
Is Patricia Meidell registered with FINRA?
Yes. Patricia Meidell has a current broker registration, under CRD 331254.
Source: FINRA BrokerCheck
Is Patricia Meidell a CFP?
American Wealth Management lists Patricia Meidell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Patricia Meidell’s record?
Search CRD 331254 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Patricia Meidell’s full registration record.
