Katherine Megna is a registered investment advisor, based in Middleton, WI, with 13 years of industry experience.
Location
7507 Hubbard Ave, Suite 203, Middleton, WI, 53562
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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
Katherine is a life insurance salesperson through Megna Financial, LLC, dedicating about 10-20% of her time to selling life insurance, primarily through Ohio National Life. She also coaches youth soccer, spending a few hours per week on training and development programs.
Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
State Registrations12 states
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