CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
8,021 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.8B
Fee Structure
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Location
200 Columbine Street, Suite 220, Denver, CO, 80206
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Megan is a co-owner of Barkpak LLC, an online dog supply retailer, since 2018. This activity is not investment-related.
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
The Wealth Conservancy, INC.
March 2019 - August 2019 · 5 mos
Personal Capital Advisors Corporation
June 2017 - February 2019 · 1 yr 8 mos
Eaton Vance Management
September 2012 - May 2017 · 4 yrs 8 mos
Eaton Vance Distributors, INC.Broker
June 2012 - May 2017 · 4 yrs 11 mos
National Planning CorporationBroker
May 2011 - May 2012 · 1 yr
State Registrations3 states
COKSMO
Advisor
Exams
No exam information available for this advisor.