Ann Megan, financial advisor Milwaukee WI

Ann Megan

CRD Number: 5532696
Current Firm: Nbt Capital Management, Inc.

Ann Megan (CRD# 5532696) is an Investment Advisor Representative working at Nbt Capital Management, Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry. Ann Megan 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.

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Professional Designations
Company Name Location Dates Years
Nbt Capital Management, Inc. Johnson City, NY Apr 2022 - Current 1
Cleveland Hauswirth Investment Management, Inc. Milwaukee, WI Nov 2014 - Apr 2022 7
Bmo Harris Financial Advisors, Inc. Chicago, IL Jul 2011 - Nov 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Feb 2015
Contact Info for Ann B. Megan
Phone Number: 607-584-4141
Firm Website: https://www.nbtcapm.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,209
    MILLIONS
  • Total Number of Accounts
    1,193
    ACCOUNTS
  • Average Account Value
    $1,013,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, CA, FL, GA, IA, IL, IN, LA, ME, MO, NC, NH, NY, PA, TN, TX, VA, WI

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