DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

RICHARD SCOTT WIMMER

Advisor at MEREDITH WEALTH PLANNING

MARYVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db009541-d98f-c08b-d040-0567634adac0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 27, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MEREDITH WEALTH PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 26, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Jul 26, 2011
First registration: Jul 27, 2011
Dual registered: no
Other names: SCOTT WIMMER|RICHARD SCOTT WIMMER|RICHARD SCOTT WIMMER
IAPD individual key: 5584593

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MEREDITH WEALTH PLANNING	Independent wealth	Nov 8, 2022	n/a	yes	MARYVILLE, IL	Current employment
SILICON HILLS WEALTH MANAGEMENT	Former SEC adviser	May 5, 2021	Oct 19, 2022	no	AUSTIN, TX	Previous registration
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Nov 22, 2017	Aug 8, 2018	no	ST LOUIS, MO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 12, 2012	Mar 27, 2014	no	ST. LOUIS, MO	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 25, 2011	Apr 3, 2012	no	EDWARDSVILLE, IN	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Jul 27, 2011	Nov 17, 2011	no	EDWARDSVILLE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SILICON HILLS WEALTH MANAGEMENT	MEREDITH WEALTH PLANNING	Oct 19, 2022	Nov 8, 2022	20	Firm change	RIA to RIA
BUCKINGHAM STRATEGIC WEALTH, LLC	SILICON HILLS WEALTH MANAGEMENT	Aug 8, 2018	May 5, 2021	1,001	Firm change after gap	RIA to RIA
WELLS FARGO ADVISORS	BUCKINGHAM STRATEGIC WEALTH, LLC	Mar 27, 2014	Nov 22, 2017	1,336	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WELLS FARGO ADVISORS	Apr 3, 2012	Nov 12, 2012	223	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 17, 2011	Nov 25, 2011	8	Firm change	Other

Relationships

Registered with (6)

→ MEREDITH WEALTH PLANNINGRegistered adviserregistration: current employment
Nov 8, 2022 to presentfactForm ADV
→ SILICON HILLS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 5, 2021 to Oct 19, 2022factForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Nov 22, 2017 to Aug 8, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 12, 2012 to Mar 27, 2014factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 25, 2011 to Apr 3, 2012factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Jul 27, 2011 to Nov 17, 2011factForm ADV

Dated events

Occurred
Oct 19, 2022
Advisor changed firm
Richard Scott Wimmer left Silicon Hills Wealth Management for Meredith Wealth Planning (registered 2022-11-08)
Form ADVobserved 5 days ago