Megan
Gegen
Waterloo Capital
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About this Advisor
Megan Gegen is a financial advisor based in Austin, Texas, working with Waterloo Capital. Megan has previously held positions at Waterloo Capital, Apollonia Management Group, Texas Rangers Baseball Club, Texas A&M University, Contran Corporation, and Muse Consultants. Megan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Megan is part of Waterloo Capital, which operates out of Austin, Texas. The firm has 7 offices and 42 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Waterloo Capital includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waterloo Capital Brokerage Details
$1,302,845,545
42
4,480
$290,814
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Megan Gegen Work History
Waterloo Capital
Muse Consultants
Apollonia Management Group
Texas Rangers Baseball Club
Contran Corporation
Texas A&M Univeristy
Disclosures
Please visit the SEC profile of Megan Gegen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waterloo Capital
Boerne, TX
Austin, TX
Rogers, AR
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Rogers, AR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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