Advisor at Bright Lake Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bright Lake Wealth Management, LLC
Location
Roseville, CA 95661
Credentials
Series 65, Series 66
Lori Meter is a financial advisor with Bright Lake Wealth Management, LLC in Roseville, CA, holding Series 65 and Series 66 licenses. She has over a decade of experience in the financial services industry, including roles at Crump Life Insurance Services, Key Investment Services LLC, and Foresters Financial Services. Outside of her advisory work, she was involved with G-bury BnB, LLC from 2018 to 2021. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning, discretionary portfolio management, and related advisory services. The firm uses model portfolios implemented by third-party money managers and applies a goals-based household approach to account monitoring and rebalancing.
Based on Bright Lake Wealth Management, LLC
Based on Bright Lake Wealth Management, LLC
Estate planning services fee: $2,200 total ($1,200 paid in advance, remainder upon delivery)
$0+: Up to 1.65% annually (maximum annual advisory fee) $0+: Advisory Fees charged by the Firm and third-party managers will not exceed 2%
Insurance products sold through affiliate Bright Lake Financial, Inc. involve commissions and other compensation
Fee-only: Investment advisory fees based on assets under management, no commissions on advisory services
2220 Douglas Blvd, Suite 150
Roseville, CA 95661
California
Bright Lake Wealth Management, LLC
2026 - Present (1 year)
Crump Life Insurance Services
2023 - 2026 (3 years)
Unemployed
2022 - 2023 (1 year)
Covr
2021 - 2022 (1 year)
Key Investment Services LLC
2019 - 2021 (2 years)
Foresters Financial Services
2018 - 2019 (1 year)
G-bury BnB, LLC.
2018 - 2021 (3 years)
Foresters Financial Services
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
BANK of AMERICA, N.A.
2016 - 2017 (1 year)
Merrill
2016 - 2017 (1 year)
Park Avenue securities
2013 - 2016 (3 years)
Guardian life Insurance Company
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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