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Megan Nadeau, CRPC®

Wait Staff

227 followers

Greater Minneapolis-St. Paul Area

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Timeline
About me
Director of Business Operations
Education
- University of Wisconsin-Stout
  2013 - 2016
  Bachelors of Science in Business Administration Financial Services
  • Treasurer of Christian Organization (May 2013-May 2016)• Honors College, Participant (September 2013-May 2016)• University of Wisconsin-Stout Ambassador (August 2014-May 2016)
- University of Westminster, London
  2016 - 2016
  Study Abroad Business Administration and Management
  Business Communications Financial Markets and Institutions
Experience
- Presbyterian Homes & Services
  Jun 2012 - Jan 2015
  Wait Staff
- University of Wisconsin-Stout
  Feb 2015 - Jun 2016
  Financial Assistant
- Great Waters Financial
  May 2015 - Aug 2015
  Intern
- Great Waters Financial
  Sept 2016 - Aug 2022
  Financial Advisor
- Wilian Financial Group
  Sept 2022 - now
  Director of Business Operations
  Wilian Financial Group is a retirement planning & financial services company. Everyone has a unique story. At Wilian Financial, we believe money should empower you to author the most authentic version of your story. We'd be honored to journey together.There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your assets. This is where we can be of service.Investment advisory and financial planning services offered through Wilian Securities, LLC, an SEC Registered Investment Adviser. Subadvisory services offered through Simplicity Wealth, LLC, an SEC Registered Investment Adviser. Insurance, consulting, and education services are offered through Wilian Insurance, LLC. Wilian Insurance and Wilian Securities are both subsidiaries of Wilian Financial Group. Wilian Financial Group is a separate and distinct entity from Simplicity Group.. Show less
Licenses & Certifications
- Microsoft Excel 2010
- CRPC® (Chartered Retirement Planning Counselor)
  The College For Financial Planning
  Mar 2020
- Series 65 Securities, Uniform Investment Adviser
  Other
  Jan 2017
- Resident Insurance Producer Accident & Health, Life
  Minnesota Department of Commerce
  Oct 2016