Megan Nicole Micek
Investment adviser representative at Vertex Partners
12 yearsExperience
1 stateRegistered in
$1BFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Vertex PartnersSep 2024 to now
- Vertex Planning Partners, LLCSep 2024 to now
- LPL Financial LLCOct 2022 to now
- Professional Wealth AdvisorsOct 2022 to Aug 2024
- Highpoint Planning PartnersFeb 2020 to Oct 2022
- Biaggi'sMar 2019 to Feb 2020
- UnemployedJul 2018 to Mar 2019
- HootersMar 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vertex Partners
Legal name: Vertex Planning Partners, LLC
$1BAssets managed
843Clients
13Advisers
4 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
- 7224691
- Firm CRD
- 316839