MP
MP

Megan Pawlowski

9 Years of Experience
Streamwood, IL
BrokerSells Insurance

Megan Pawlowski is a registered investment advisor at Cetera Investment Advisers LLC, based in Streamwood, IL, with 9 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Streamwood, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Megan sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, taking about 10-20% of her time. She also works as a financial professional for Totus Wealth Management, dedicating nearly full-time hours, and is involved in several other ventures including payroll services, sports refereeing, and various referral programs.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
June 2022 - March 2024 · 1 yr 9 mos
Nylife Securities LLCBroker
February 2017 - December 2021 · 4 yrs 10 mos
State Registrations13 states
AZCOFLIAILMIMONCNJORTXWAWI
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.