Megan Wall
Advisor at Ameriprise
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.
Advisor at Ameriprise
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.
Location
Shippensburg, PA
Credentials
Series 63, Series 65
Industry experience
12 years
Megan Wall is a financial advisor with Ameriprise in Shippensburg, PA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Sniegocki Weaver Financial Solutions. Outside of her advisory work, she is employed by LJS Group LLC, a legal entity related to advisory services, and is involved in coordinating care between CPAs and clients through Pennoptic CPAs and Strategic Partners. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with their financial advisors.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Shippensburg, PA
Pennsylvania
Ameriprise Financial Services, LLC.
2022 - Present (4 years)
Ameriprise Financial Services
2022 - 2022 (1 year)
Ameriprise
2020 - 2020 (1 year)
Avantax Insurance Agency, LLC
2018 - 2022 (4 years)
Avantax Advisory services
2014 - 2022 (8 years)
Avantax Investment Services, INC.
2013 - 2022 (9 years)
Sniegocki Weaver Financial Solutions
2013 - 2022 (9 years)
Alibis
2009 - 2022 (13 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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