Megan Jean Wall
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ameriprise Financial Services, LLC.Jul 2022 to now
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- Avantax Insurance Agency, LLCJun 2018 to Jul 2022
- Avantax Advisory ServicesMar 2014 to Jul 2022
- Avantax Investment Services, Inc.Jun 2013 to Jul 2022
- Sniegocki Weaver Financial SolutionsJun 2013 to Jul 2022
- AlibisNov 2009 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6210546
- Firm CRD
- 6363