Megan Breuer
Investment adviser representative at Krilogy
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.2BFirm 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
Experience
19 years in the industry.
- KrilogyJun 2026 to now
- Krilogy Financial LLCJun 2026 to now
- Wells Fargo Clearing Services, LLCNov 2025 to Jun 2026
- MonetaJan 2023 to Sep 2025
- UnemployedOct 2022 to Dec 2022
- CIBC Bank USAAug 2007 to Sep 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MO).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
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
- 8195003
- Firm CRD
- 149046