Megan C. Rouse
Professional summary
Megan Champagne Rouse, CFP®, who also goes by Champagne Rouse, is a registered financial advisor currently at MEGAN ROUSE FINANCIAL PLANNING located in Dublin, California.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Megan has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Megan Champagne Rouse's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
June 29, 2018 - Present
MEGAN ROUSE FINANCIAL PLANNING
September 25, 2001 - May 30, 2003
DEUTSCHE BANK SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/29/2018)
(4/28/2025)
Exams
Current Firm
MEGAN ROUSE FINANCIAL PLANNING
CRD#: 148846 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 36,389,000 |
Red Flags
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