Meghan Dykstra is a CFP-designated registered investment advisor, based in Traverse City, MI, with 20 years of industry experience.
Location
900 E. Front St. Ste 200, Traverse City, MI, 49686
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Meghan is an independent insurance agent for various companies, dedicating a few hours per week to this role. She also serves as President of Vasa Ski Club/Raptors, a volunteer position, and works full-time as an advisory representative of an RIA at CIRA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
State Registrations17 states
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