Megan Richter, CFP® - Senior Vice President, Wealth Management Regional Executive

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Megan richter, cfp®

Greater Chicago Area

+91 xxxx xxxxx

[email protected]

3000 followers

Timeline
Feb 2005 - Mar 2007
Financial Consultant
UVEST Financial Services Group, Inc.
Mar 2007 - Oct 2012
Vice President, Financial Advisor
CHASE INVESTMENT SERVICES CORP.
Oct 2012 - Mar 2019
Executive Director, Market Director
J.P. Morgan Securities LLC
Mar 2019 - May 2023
Senior Vice President, Market Leader
U.S. Bancorp Investments, Inc.
Current Company
May 2023 - now
Senior Vice President, Wealth Management Regional Executive
Key Investment Services. LLC
About me
Senior Vice President, Wealth Management Regional Executive
Education
- Purdue university
  1998 - 2002
  Bachelor of arts (ba) organizational communications
  Activities and Societies: Member of Phi Eta Sigma National Honor Society, member of Phi Beta Chi
- Purdue university
  2002 - 2010
  Master of business administration (mba) business
Experience
- Uvest financial services group, inc.
  Feb 2005 - Mar 2007
  Financial consultant
  (Horizon Bank and Vision Investment Services Co.)
- Chase investment services corp.
  Mar 2007 - Oct 2012
  Vice president, financial advisor
- J.p. morgan securities llc
  Oct 2012 - Mar 2019
  Executive director, market director
- U.s. bancorp investments, inc.
  Mar 2019 - May 2023
  Senior vice president, market leader
- Key investment services. llc
  May 2023 - now
  Senior vice president, wealth management regional executive
  Covering the Ohio, Indiana, Michigan, Colorado, Utah, Idaho, Oregon, Washington and Alaska markets.
Licenses & Certifications
- Series 24
  Finra
- Series 4
  Finra
- Series 53
  Finra
- Series 63
  Finra
- Series 65
  Finra
- Series 7
  Finra
- Certified financial planner™ professional
  Cfp board
  Apr 2018
  View certificate
Volunteer Experience
- Board of Directors
  Issued by United Way
  Associated with Megan Richter, CFP®

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