Advisor Based

Compliance Consultant | Advisor Based, LLC

About Us

About Us

Who we are

Meredith W. Geldhauser,
Founder & CEO

Meredith has over a decade of experience in the securities and insurance industries. She has held both compliance and sales positions while always embracing a strong client-centered approach. She excels in her ability to achieve business objectives by offering information and expertise in a forward-thinking manner with the end goal in sight. Meredith has a deep understanding of the complex compliance challenges her clients face and is committed to helping identify and mitigate their compliance risks with solutions based on their unique circumstances.

  • College: BBA Finance, University of Georgia.
  • Securities Licenses: Series 7, 65, 63, 24.
  • Georgia Life, Accident and Sickness, Variable Insurance License.

Why Us

It is well known compliance is a key challenge in the financial services industry.

  • time-and-money

    Time and Money

    The time needed to comply takes away time that could be spent with clients.

  • moving-goal

    Moving Goalposts

    Constantly changing rules and the challenge of keeping up with those changes.

Challenges Like

We are a team of knowledgeable and experienced professionals who are available to provide guidance promptly when issues arise.

With services tailored to your exact needs, AdvisorBased provides the flexibility to customize our offering to you. Because we are a boutique, privately owned firm, we get to know every client so that we can focus on you and your goals and provide the customized support you need.

strategic-partner

Strategic Partnerships

AdvisorBased has strategic partnerships throughout the financial services industry. These partnerships are crucial in a fast-changing business environment to help overcome obstacles that may arise.

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