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Meghan Heather Lape

Investment adviser representative at First Affirmative Financial Network LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$905.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. First Affirmative Financial Network, LLCSep 2024 to now
  2. Jps Global InvestmentsSep 2020 to Dec 2022
  3. Conscious Impact Financial Planning LLCJan 2020 to Sep 2024
  4. Zeiders Enterprises IncJan 2014 to Jan 2022

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CO).

First Affirmative Financial Network LLC

$905.2MAssets managed
2,327Clients
11Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4708713
Firm CRD
109036
Advisor's SEC record (opens in a new tab)
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