Wells Fargo Advisors
46yrs
Top advisor by experience in Dublin
22yrs
David Lien
Financial advisor at Meeder Advisory Services
David Lien has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Dublin, Ohio. After a year at Ameriprise Financial Services and less than a year at Crowdstreet Advisors, David joined Meeder Advisory Services in 2024, a firm offering investment management. Meeder Advisory Services reports being paid through a percentage of assets and flat fees.
One of 525 advisors with offices in Dublin, and one of 396 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 74% of advisors at Meeder Advisory Services
Office6125 Memorial Dr, Dublin, OH 43017
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$758,388
Advisors at the firm19
States licensed ?1 state
Services through Meeder Advisory Services
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowMeeder Advisory Services, Inc.Current firm
- Mar 2023 – May 2024Ameriprise Financial Services, LLCPreviously
- Jul 2022 – Sep 2022Crowdstreet Advisors, LLCPreviously
Contact David
(866) 633-3371Meeder Advisory Services main office 6125 Memorial DrDublin, OH 43017Office · Get directions Firm websiteHttp://meederinvestment.com
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Questions to ask David
Tailored to David’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Meeder Advisory Services at (866) 633-3371 and ask for David Lien. David works from the Dublin, OH office.
How long has David been a financial advisor?
David has been in the industry since 2004, about 22 years. More experience than 74% of advisors at Meeder Advisory Services.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Meeder Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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