Meaghan Brugge (CRD# 7866074) is an Investment Advisor Representative working at Headwaters Financial Planning, LLC in Granby, CO and has 1 year of experience in the finance industry.
CRD# 5374365
Alphemita Financial Services
CRD# 3042466
State Farm Investment Management Corp.
CRD# 6050946
Kaecon Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Headwaters Financial Planning, LLC | Granby, CO | Feb 2024 - Current | < 1 |
| Winter Park Resort | Winter Park, CO | Jun 2015 - Feb 2024 | 8 |
| Snowshoe Mountain | Snowshoe, WV | Sep 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO
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