Meghan AbelnCRD Number: 6888880
Current Firm: Krilogy
Meghan Abeln (CRD# 6888880) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 5 years of experience in the finance industry. Meghan Abeln 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.
Cutter & Company, Inc.
Toberman Wealth, LLC
Moneta Group Investment Advisors, LLC
|Krilogy Financial||St. Louis, MO||Jun 2021 - Current||2|
|Moneta Group Investment Advisors, LLC||Clayton, MO||Nov 2017 - Jun 2021||3|
|Commerce Trust Company||Clayton, MO||Sep 2011 - Nov 2017||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Total Assets Under Management1,844MILLIONS
Total Number of Accounts5,990ACCOUNTS
Average Account Value$307,814
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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