Megan Gehrman
Megan Gehrman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wayzata, MN, with 19 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
120 Broadway Avenue S, Suite 200, Wayzata, MN, 55391
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Megan sells fixed life, health, disability, annuities, and long-term care insurance with various companies. She is also a partner (CFP & Secretary) at Sterling Retirement Resources, dedicating about a quarter of her time, and an advisory representative at AdvisorNet Financial Inc, spending about a quarter of her time on financial planning and asset management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ameriprise Financial Services, INC.Broker
State Registrations27 states
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