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Megan Jean Wall

Advisor at Ameriprise — Shippensburg, PA

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Shippensburg, PA

Ameriprise logo

Ameriprise

Institution

Total advisors

13,140

Across 4,277 offices

Clients per advisor

104 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

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.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$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%

Other

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.

Location

See office

Shippensburg, PA

Shippensburg PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

13 years of industry experience

Ameriprise Financial Services, LLC.

2022 - Present • 4 years

Palmyra, PA

Ameriprise Financial Services

2022 - 2022 • 1 year

Palmyra, PA

Ameriprise

2020 - 2020 • 1 year

Palmyra, PA

Avantax Insurance Agency, LLC

2018 - 2022 • 4 years

Carlisle, PA

Avantax Advisory services

2014 - 2022 • 8 years

Carlisle, PA

Avantax Investment Services, INC.

2013 - 2022 • 9 years

Carlisle, PA

Sniegocki Weaver Financial Solutions

2013 - 2022 • 9 years

Palmyra, PA

Alibis

2009 - 2022 • 13 years

Carlisle, PA

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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Noah E

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Noah Eshenaur is a financial advisor at TruNorth Financial Services, Inc. with a Series 65 designation and three years of industry experience. Prior to joining TruNorth, he worked in various roles including positions at Shippensburg University and Tuscarora Intermediate Unit 11. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a conservative, diversified investment approach with portfolios constructed primarily of mutual funds and ETFs, supplemented by individual equities and fixed-income securities when appropriate.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Kristin R

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Kristin Ramsay is a financial advisor at truNorth Financial Services, Inc. with a Series 65 credential and three years of industry experience. She previously worked at Orrstown Bank for eight years before joining truNorth Financial Services in 2019. Outside of advising, she is a minority owner of a coffee roasting and coffee shop business called Denim Coffee Company. truNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach, constructing portfolios primarily with mutual funds and ETFs while offering retirement rollover guidance and consulting services.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Christopher J

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Christopher Jackson is a financial advisor at TruNorth Financial Services, Inc. in Chambersburg, PA, holding a Series 65 designation with 11 years of industry experience. He previously worked at PNC Wealth Management and Tucker Financial Services. Outside of his advisory role, Jackson is active in community and educational organizations, serving as chairperson of the Shippensburg University Finance Advisory Council and president of University Community Ministries. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach with portfolios primarily consisting of mutual funds and ETFs, managing accounts on a discretionary basis guided by client risk tolerance and an Investment Policy Statement.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Michael E

Series 63, Series 65

Shippensburg, PA

Mutual Of Omaha Investor Services, Inc.

Michael Eicher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked with Mutual of Omaha and Mutual of Omaha Investor Services since 2015 in various roles. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, operating through platform relationships with Envestnet and Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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William L

Series 63, Series 65

Shippensburg, PA

Mutual Of Omaha Investor Services, Inc.

William Lape is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He is the president of ProtectSHIP LLC, where he is involved in administration and training for health insurance products. Lape also serves as a volunteer board member on the Shippensburg Borough Planning Commission and the Gideons International Cumberland South Camp. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning, utilizing platform relationships with Envestnet and custodial services through Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Chase P

Series 63, Series 65

Chambersburg, PA

Capital Analysts

Chase Polly is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Lincoln Investment and Horace Mann Investors. Outside of advising, he assists with financial management and operations for a nature school owned by his wife. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering portfolio management, access to third-party managers, and retirement-plan advisory services through a nationwide network. The firm combines discretionary investment management by an in-house team with non-discretionary advisory services supported by proprietary fund screening and tax-aware portfolio options.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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