Megan Landon is a CFP-designated registered investment advisor at Newedge Advisors, based in Sioux Falls, SD, with 4 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
7127 S Lyncrest Pl, Suite 101, Sioux Falls, SD, 57108
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Regulatory History (1)
Criminal
December 2020Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations1 state
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.