Megan BerningCRD Number: 5976105
Current Firm: Waddell & Reed
Megan Berning (CRD# 5976105) is an Investment Advisor Representative working at Waddell & Reed in Oak Brook, IL and has over 5 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Notary Public||Plainfield, IL||Apr 2013 - Current||4|
|Gregory Katzman||Oak Brook, IL||Jan 2013 - Current||4|
|Waddell & Reed Inc.||Oak Brook, IL||Apr 2012 - Current||5|
|Various Insurance Carriers For W & R Insurance Agencies||Plainfield, IL||Apr 2012 - Current||5|
|James Yonker||Oak Brook, IL||Apr 2012 - Current||5|
|James Yonker||Oak Brook, IL||Jan 2012 - Apr 2012||< 1|
|Linda Kuczka-state Farm Insurance||Chicago, IL||Jul 2004 - Dec 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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