MB
ChFC
MB
ChFC

Megan Bear

4 Years of Experience
Galesville, WI
BrokerSells Insurance

Megan Bear is a ChFC-designated registered investment advisor, based in Galesville, WI, with 4 years of industry experience.

Location

16935 N Main St, Galesville, WI, 54630

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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 ActivitiesSells Insurance

Megan is a board member at Blue Angels Gymnastics Club, dedicating minimal time. She also worked as an intern for State Farm and owns MJB Properties LLC, dedicating a few hours per week to managing the commercial property.

Employment History
Current Registrations
State Farm Vp Management CORP.
February 2022 - Present · 4 yrs 5 mos
State Farm Vp Management CORP.Broker
February 2022 - Present · 4 yrs 5 mos
State Farm Investment Management CORP.
February 2022 - Present · 4 yrs 5 mos
State Registrations3 states
IAMNWI
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.
Megan Bear - Financial Advisor | TrueAdvisor