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The Meckenstock Group

The Meckenstock Group is a diversified financial and estate planning firm with over 80 years of experience in the financial planning industry. We are specialized in the marketing of life insurance, health plans, and pension programs. Our mutual funds, variable annuities and securities are marketed through Independent Financial Group of San Diego, CA and are custom tailored to address your needs.

We aim to provide our clients with valuable guidance when making financial decisions and will be there every step of the way to ensure you are able to work toward the financial independence and stability that you desire. If you are an individual needing financial advice, or a financial professional seeking new relationships, Our Team will work to get to know you and help you work towards your dreams.

Bobb Meckenstock, MBA CLU
President, CEO

Bobb's Signature
History

Our story begins in 1937, when W.E. "Mack" Meckenstock began selling whole life policies through Penn Mutual, he had no idea his legacy would one day...

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TMG Building
President's Letter

Dear Advisor, The Meckenstock Group is a diversified financial and estate planning firm specializing in the marketing of life insurance, health plans...

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Bobb Meckenstock

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer,investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Check the background of this firm on FINRA’s BrokerCheck Here

Check the background of a registered representative Here

Investment Advisory Representatives offering advisory services through Main Street Advisors, LLC, a registered investment adviser. Securities and additional advisory services offered through Osaic Wealth, Inc., a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. All of the entities mentioned above are unaffiliated. Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, MD, MI, MN, MO, NC, NE, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, & WY. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Member FINRA/SIPC
www.finra.org
www.sipc.org

The Meckenstock Group is licensed for insurance in: Kansas, Colorado, Nebraska, Oklahoma, Florida, Ohio, Missouri, Arkansas, Iowa, Maryland.


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