Megan M. Reink

TWM WEALTH MANAGEMENT

West Linn, OR 97068

Some features on this profile are disabled

CRD#: 4032298

Professional summary

Megan Mary Reink, who also goes by Megan Mary Highberger, is a registered financial advisor currently at TWM WEALTH MANAGEMENT CORP located in West Linn, Oregon.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Megan has worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan Mary Highberger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Mary Reink's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 17, 2026 - Present

TWM WEALTH MANAGEMENT CORP

Office #1: 1969 Willamette Falls Drive Suite 230, West Linn, OR 97068

RIA

CRD#: 321103

West Linn, OR

Past

October 17, 2011 - August 17, 2022

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

WEST LINN, OR

Past

June 1, 2009 - October 25, 2011

MORGAN STANLEY

RIA

CRD#: 149777

LAKE OSWEGO, OR

Past

June 1, 2009 - October 25, 2011

MORGAN STANLEY

CRD#: 149777

LAKE OSWEGO, OR

Past

October 3, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

LAKE OSWEGO, OR

Past

October 3, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

LAKE OSWEGO, OR

Past

November 22, 1999 - October 10, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LAKE OSWEGO, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/17/2026)

IAR

Oregon
(4/2/2026)

IAR

Texas
(3/17/2026)

IAR

Washington
(3/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/26/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/1999

General Securities Representative Examination

Current Firm

TWM WEALTH MANAGEMENT CORP

TAYLOR WEALTH MANAGEMENT | TWM WEALTH MANAGEMENT, CORP. | TWM WEALTH MANAGEMENT, CORP | TWM WEALTH MANAGEMENT CORP. | TWM WEALTH MANAGEMENT CORP

CRD#: 321103 / SEC#:

California

Registered Investment Advisory firm - (8/17/2023 Approved)

Oregon

Registered Investment Advisory firm - (9/30/2022 Approved)

Texas

Registered Investment Advisory firm - (3/27/2023 Conditional Restricted)

Washington

Registered Investment Advisory firm - (5/29/2025 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1969 Willamette Falls Drive Suite 230, West Linn, OR 97068

Mailing Address

Phone number

(503) 387-3560

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	485
AUM (Assets Under Management)	$ 74,115,090

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Robert Morrison

ROCK CREEK WEALTH MANAGEMENT

IAR

HILLSBORO, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Megan M. Reink

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Mary Reink's CRS (Customer Relationship Summary).

Certified licenses

Experience

TWM WEALTH MANAGEMENT CORP

CROWN CAPITAL SECURITIES, L.P.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2026

Series 66

Date: 9/26/2003

Series 63

Date: 1/25/2000

SIE

Date: 10/1/2018

Series 7

Date: 11/20/1999

Current Firm

TWM WEALTH MANAGEMENT CORP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TWM WEALTH MANAGEMENT CORP

TRUST BUT VERIFY

Similar Advisors