Megan Diane Gegen
Investment adviser representative at Waterloo Capital
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Waterloo CapitalJul 2022 to now
- Muse ConsultantsFeb 2022 to Jul 2022
- Apollonia Management GroupNov 2018 to Jul 2022
- Texas Rangers Baseball ClubMar 2018 to Nov 2018
- Texas A&m UniveristyAug 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Waterloo Capital
Legal name: Waterloo Capital, L.P.
$2.3BAssets managed
2,797Clients
47Advisers
21 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
- 7598756
- Firm CRD
- 133705