Megan Weigand (CRD# 6935713) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Jul 2023 - Current | < 1 |
| Thrivent Investment Managment Inc. | Cedarburg, WI | Jan 2023 - Current | 1 |
| Thrivent Financial | Appleton, WI | Jun 2023 - Jul 2023 | < 1 |
| Carr Services LLC | Cedarburg, WI | Apr 2018 - Jun 2023 | 5 |
| Remax Realty 100 | Hales Corners, WI | May 2017 - Apr 2018 | < 1 |
| Cardinal Investments | Cedarburg, WI | Feb 2017 - Sep 2017 | < 1 |
| At Properties LLC | Chicago, IL | Sep 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
- TX
- WI
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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