Meghan Rose Dodge
Investment adviser representative at Opinicus
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$297.1MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- OpinicusOct 2022 to now
- Regions BankAug 2021 to Oct 2022
- NordstromMay 2017 to Aug 2021
- Whittier Farms Inc.Aug 2015 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Opinicus
Legal name: Opinicus Capital, Inc.
$297.1MAssets managed
257Clients
4Advisers
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
- 8036873
- Firm CRD
- 168344