Megan C Noga
Advisor at Merrill — Oak Brook, IL Spring Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
26 years
Location
Oak Brook, IL 60523
Merrill
Institution
Megan Noga is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding member of The Theis Noga Group. She leads the team’s planning-based efforts to help clients set realistic financial goals, organize their financial lives, and prepare for both anticipated and unforeseen circumstances. Megan works with a diverse group of clients, including active and retired corporate executives, business owners considering sale or succession, and widows and widowers who benefit from her careful and considerate approach.
Since joining Merrill in 2000, Megan has built trusted relationships across multiple generations by providing tax-efficient investment and income strategies, evaluating Social Security options, and coordinating with CPAs, attorneys, and trust specialists to optimize tax minimization and estate planning. Her expertise includes retirement income planning, family wealth management strategies, small business strategies, and services for endowments, foundations, and non-profits.
Megan holds a Bachelor of Science degree in Finance from Millikin University. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Certified Exit Planning Advisor (CEPA). Residing in Somonauk, Illinois, Megan coaches youth sports and is active in the local Parent Teacher Organization.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Oak Brook, IL Spring Rd
2021 Spring Rd
Oak Brook IL 60523
Advisors at this office
87
Illinois · Texas
26 years of industry experience
Bank of America, N.A.
2011 - Present • 15 years
Oak Brook, IL
Merrill
2000 - Present • 26 years
Oak Brook, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)