Meghan R. Vanderlugt

VALOR WEALTH GROUP

ADA, MI 49301

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CRD#: 4541445

Professional summary

Meghan R Vanderlugt, CPWA®, who also goes by Meghan Roe Harsevoort, Meghan L Roe, Meghan L Roe Harsevoort, is a registered financial advisor currently at VALOR WEALTH GROUP, LLC located in Ada, Michigan.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Meghan has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Meghan Roe Harsevoort | Meghan L Roe | Meghan L Roe Harsevoort

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 Meghan R Vanderlugt'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®

CPWA^®

Certified Private Wealth Advisor

Experience

Current

August 18, 2025 - Present

VALOR WEALTH GROUP, LLC

Office #1: 7163 Headley St Se Ste B, Ada, MI 49301

RIA

CRD#: 337746

ADA, MI

Past

March 5, 2023 - June 18, 2025

INNOVIA WEALTH, LLC

RIA

CRD#: 289913

GRAND RAPIDS, MI

Past

May 16, 2022 - February 23, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GRAND RAPIDS, MI

Past

May 16, 2022 - February 23, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GRAND RAPIDS, MI

Past

October 23, 2008 - December 3, 2021

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

GRAND RAPIDS, MI

Past

October 22, 2008 - December 3, 2021

FIFTH THIRD SECURITIES, INC.

CRD#: 628

GRAND RAPIDS, MI

Past

May 7, 2007 - October 9, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GRAND RAPIDS, MI

Past

April 9, 2007 - October 9, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GRAND RAPIDS, MI

Past

March 10, 2004 - April 9, 2007

NYLIFE SECURITIES LLC

CRD#: 5167

GRAND RAPIDS, MI

Past

August 22, 2003 - February 17, 2004

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

June 3, 2002 - August 26, 2003

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

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

Michigan
(8/18/2025)

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 66

Date: 5/4/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/31/2002

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: 10/7/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/31/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VALOR WEALTH GROUP, LLC

CRD#: 337746 / SEC#:

Michigan

Registered Investment Advisory firm - (8/15/2025 Approved)

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Contact information

Main Address

7163 Headley St Se Ste B, Ada, MI 49301

Mailing Address

Phone number

(616) 314-5928

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 20,399,123

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.

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Advisor Monitoring

Firm Stability Insights

Meghan R. Vanderlugt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan R Vanderlugt's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVIA WEALTH, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NYLIFE SECURITIES LLC

WS GRIFFITH SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/4/2007

Series 63

Date: 5/31/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/7/2003

Series 6

Date: 5/31/2002

Current Firm

VALOR WEALTH GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VALOR WEALTH GROUP, LLC

TRUST BUT VERIFY

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