Megan Bear is a ChFC-designated registered investment advisor, based in Waconia, MN, with 4 years of industry experience. Megan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Waconia, MN
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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
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.
State Farm Vp Management CORP.Broker
State Farm Investment Management CORP.
State Registrations3 states
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
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