Megan Wagner Janssen
Investment adviser representative at Forum Financial Management, LP
11 yearsExperience
1 stateRegistered in
$8.7BFirm assets
17 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
- Pension consulting
Experience
11 years in the industry.
- Forum Financial Management, LPJun 2025 to now
- Money JuiceMar 2024 to now
- Dance InitiativeJan 2020 to May 2024
- Clark's Oyster BarOct 2019 to Apr 2020
- Go Go Go CoachingApr 2019 to Jan 2023
- Fly Water TravelJan 2019 to Jan 2020
- Freelance Travel CopywriterJan 2019 to Jan 2020
- Dance InitiativeApr 2018 to Dec 2019
- Trail Runner Magazine (big Stone Publishing)Jan 2018 to Jun 2019
- Mi CholaAug 2017 to Mar 2018
- Town RestaurantFeb 2017 to Aug 2017
- Harvey's Place RestaurantSep 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 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
- 8103827
- Firm CRD
- 145706