Meghan Gillian Mulligan
Investment adviser representative at Tandem Wealth Advisors
19 yearsExperience
1 stateRegistered in
$261.5MFirm assets
7 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
Experience
19 years in the industry.
- Tandem Wealth Advisors LLCJul 2024 to now
- Tandem Wealth Advisors LLCMay 2011 to Jun 2024
- Mgm Accounting PllcJan 2007 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Tandem Wealth Advisors
Legal name: Tandem Wealth Advisors LLC
$261.5MAssets managed
310Clients
7Advisers
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
- 7978539
- Firm CRD
- 157794