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CFP
MF
CFP

Megan Feulner-Hauser

Ameriprise Financial Services, LLC
20 Years of Experience
Shreveport, LA
Broker
View SEC Summary
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Megan Feulner-Hauser is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Shreveport, LA, with 20 years of industry experience. Megan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6105 Line Ave Ste 100, Shreveport, LA, 71106

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History

Regulatory History
Clean regulatory record

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 Activities

Megan is a board member for Feulner-Hauser since November 2022. This investment-related activity requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2017 - Present · 9 yrs
Ameriprise Financial Services, LLCBroker
October 2017 - Present · 9 yrs
Ameriprise Financial Services, LLC
October 2017 - Present · 9 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - October 2017 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - October 2017 · 3 yrs 1 mo
Oneamerica Securities, INC.
June 2013 - October 2014 · 1 yr 4 mos
Oneamerica Securities, INC.Broker
February 2013 - October 2014 · 1 yr 8 mos
Signator Investors, INC.Broker
August 2012 - February 2013 · 6 mos
Chase Investment Services CORP.
March 2012 - August 2012 · 5 mos
Chase Investment Services CORP.Broker
November 2006 - August 2012 · 5 yrs 9 mos
Pruco Securities, LLC.Broker
June 2006 - October 2006 · 4 mos
State Registrations26 states
ALARCACOCTFLGAKSKYLAMAMONCNDNMOHORPASCSDTNTXVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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