Megan Dorn (CRD# 5725107) is an Investment Advisor Representative working at Harbour Investments, Inc. in Middleton, WI and has over 12 years of experience in the finance industry. Megan Dorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dorn Wealth Management | Middleton, WI | Sep 2020 - Current | 3 |
| Harbour Investments, Inc. | Madison, WI | Oct 2016 - Current | 7 |
| Mennenga Tax & Financial | Madison, WI | Sep 2009 - Sep 2020 | 11 |
| Woodbury Financial Services, Inc. | Madison, WI | Sep 2011 - Oct 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- WI
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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