MF
CFP
MF
CFP

Megan Feulner-Hauser

19 Years of Experience
Shreveport, LA
Broker

Megan Feulner-Hauser is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Shreveport, LA, with 19 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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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.

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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 · 8 yrs 11 mos
Ameriprise Financial Services, LLCBroker
October 2017 - Present · 8 yrs 11 mos
Ameriprise Financial Services, LLC
October 2017 - Present · 8 yrs 11 mos
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 Registrations24 states
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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.