Megan Elizabeth Buchanan
Investment adviser representative at Horizons Sustainable Financial Services, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$151.2MFirm 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
- Pension consulting
Experience
12 years in the industry.
- Horizons Sustainable Financial Services, Inc.May 2025 to now
- Silver Oak Advisory GroupMay 2018 to Apr 2025
- UnemployedMar 2018 to Apr 2018
- New Outlook FinancialFeb 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OR).
Horizons Sustainable Financial Services, Inc.
$151.2MAssets managed
310Clients
6Advisers
5 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
- 7315217
- Firm CRD
- 164970