Megan Prochniak is a CFP-designated registered investment advisor at Paladin Partners, based in Hartland, WI, with 16 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 53 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
138 North Avenue, Suite 10, Hartland, WI, 53029
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Paladin Partners
Previous Registrations
Next Financial Group, INC.
MML Investors Services, INC.
State Registrations2 states
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