Meagan H swanson Rogers
Investment adviser representative at Allworth Financial, L.P.
15 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$33.6BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Allworth Financial, L.P.Dec 2025 to now
- Financial Strategy Associates, Inc.Oct 2018 to Nov 2025
- Commonwealth Financial NetworkJan 2011 to Aug 2018
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 5882691
- Firm CRD
- 111167