Megan Miener (CRD# 7056888) is an Investment Advisor Representative working at Fyra Capital Management in Saint Charles, MO and has over 5 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pineridge Advisors, LLC | Saint Charles, MO | Jan 2023 - Current | 1 |
| Ae Wealth Management, LLC | Topeka, KS | Jan 2019 - Current | 5 |
| Heise Advisory Group | St. Louis, MO | Jan 2019 - Dec 2023 | 4 |
| Heise Advisory Group | St. Louis, MO | Nov 2016 - Jun 2019 | 2 |
| Unemployed | Kirkwood, MO | Oct 2016 - Oct 2016 | < 1 |
| New Britain Bees | New Britain, CT | May 2016 - Sep 2016 | < 1 |
| Missouri State University | Springfield, MO | Aug 2012 - May 2016 | 3 |
| Springfield - Greene County Park Board | Springfield, MO | Dec 2014 - Apr 2016 | 1 |
| Missouri State University Athletic Ticket Sales Dept. | Springfield, MO | May 2015 - Aug 2015 | < 1 |
| Springfield Cardinals | Springfield, MO | Apr 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- MO
-
Total Assets Under Management393MILLIONS
-
Total Number of Accounts2,072ACCOUNTS
-
Average Account Value$189,913
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, IL, MO, TN, TX, WI
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