LPL Financial
43yrs
Top advisor by experience in Idaho Falls
20yrs
Mitchell Meng has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Idaho Falls, Idaho. Mitchell has been with LPL Financial since 2021; before that, Mitchell spent 14 years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 137 advisors with offices in Idaho Falls, and one of 132 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 62% of advisors in Idaho
OfficeIdaho Falls, ID
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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
- 2021 – nowLPL Financial LLCCurrent firm
- 2007 – 2021Waddell & ReedPreviously
Contact Mitchell
Idaho Falls, IDOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call LPL Financial at (704) 733-3300 and ask for Mitchell Meng. Mitchell works from the Idaho Falls, ID office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2007, about 20 years. More experience than 62% of advisors in Idaho.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell 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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