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Megan Helen Wolfe

Advisor at OSAIC — Huntington, IN

Updated today

Credentials

Series 66

Experience

3 years

Location

Huntington, IN

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,556 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Megan Wolfe is a financial advisor with OSAIC holding a Series 66 credential and three years of industry experience. She has worked at several firms including LPL Financial and Private Advisor Group. Outside of advisory work, she serves as a notary and is the executor of an estate. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a variety of investment solutions and utilizes asset-allocation tools and automated rebalancing to construct client portfolios.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Huntington, IN

Huntington IN

Advisors at this office

2

Most active in

Indiana · Texas

Work history

3 years of industry experience

OSAIC Wealth Inc

2024 - Present • 2 years

Huntington, IN

Private Advisor Group, LLC

2023 - 2024 • 1 year

Morristown, NJ

LPL FinancialLLC

2022 - 2024 • 2 years

Huntington, IN

BCS Management

2021 - 2022 • 1 year

Roanoke, IN

HCCSC

2020 - 2022 • 2 years

Huntington, IN

Fritcha Mechanical LLC

2012 - 2019 • 7 years

Roanoke, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Luke M

Series 65, Series 63

Roanoke, IN

Full of Grace Financial

Luke Mc Quade is a financial advisor at Full of Grace Financial with two years of industry experience. He holds the Series 65 and Series 63 designations and previously worked in wealth management and investment services roles at Northwestern Mutual. Full of Grace Financial provides investment management, ongoing financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies, third-party model portfolios, and external managers to tailor portfolios, including options for socially responsible investing.

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting Founder/Business Owner
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Joshua S

ChFC®, Series 65, Series 63

Roanoke, IN

Full of Grace Financial

Joshua Salway is a financial advisor at Full of Grace Financial with seven years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Full of Grace Financial, Mr. Salway worked at Northwestern Mutual and Vestia Personal Wealth Advisors. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies and offers customizable portfolios, including socially responsible options, alongside discretionary management and written financial plans.

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting Founder/Business Owner
user avatar

Mark T

Series 66

Huntington, IN

First Command Advisory Services

Mark Tipmongkol is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at NewBridge Partners as a Senior Systems Engineer, developing technical documentation for advanced space systems. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Kathleen S

Series 63, Series 65

Roanoke, IN

Valic Financial Advisors

Kathleen Sparrow is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation, Voya Financial Partners, and Lincoln Financial Advisors Corporation. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Scott A

Series 66

Huntington, IN

Edward Jones

Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Adam H

Series 66

Huntington, IN

Edward Jones

Adam Harris is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year with LPL Financial, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Founder/Business Owner
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