Meagan Moe Niese
Investment adviser representative at Teamwork Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Teamwork Financial Advisors, LLCFeb 2022 to now
- The Vanguard Group, Inc.Jan 2018 to Jan 2022
- Texas Tech UniversityAug 2017 to Jan 2018
- Charles SchwabJun 2017 to Aug 2017
- Lee Financial CorporationMay 2017 to Jun 2017
- StudentFeb 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Teamwork Financial Advisors, LLC
$1BAssets managed
2,485Clients
11Advisers
7 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
- 6815962
- Firm CRD
- 165237