Margaret Elizabeth Mcneil
Investment adviser representative at Isthmus Partners, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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
11 years in the industry.
- Isthmus Partners, LLCApr 2026 to now
- Bbr PartnersJun 2023 to Mar 2026
- Charles Schwab BankMay 2022 to May 2023
- Charles Schwab & Co, IncAug 2020 to May 2022
- LululemonJul 2019 to Oct 2020
- Maple Bluff Country ClubMay 2016 to Aug 2020
- Cyc FitnessApr 2016 to Oct 2019
- StudentJan 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Isthmus Partners, LLC
$1.4BAssets managed
381Clients
9Advisers
12 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
- 7289773
- Firm CRD
- 171279