Meaghan Spiegel (CRD# 5090497) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Erie, CO and has over 14 years of experience in the finance industry. Meaghan Spiegel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allspring Funds Distributor, LLC | St. Louis, MO | Nov 2021 - Current | 2 |
| Wells Fargo Funds Distributor, LLC | St.louis, MO | Jun 2021 - Oct 2021 | < 1 |
| Wells Fargo Clearing Services, LLC | Saint Louis, MO | Nov 2016 - Jun 2021 | 4 |
| Wells Fargo Advisors LLC | Saint Louis, MO | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- CO
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Total Assets Under Management300,799MILLIONS
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Total Number of Accounts8,078ACCOUNTS
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Average Account Value$37,236,777
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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