Megan L. Prochniak

PALADIN PARTNERS

HARTLAND, WI 53029

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CRD#: 4667522

Professional summary

Megan Lynn Prochniak, CFP®, who also goes by Megan L Mcculloch, Megan Lynn Mcculloch, is a registered financial advisor currently at PALADIN PARTNERS located in Hartland, Wisconsin.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Megan has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan L Mcculloch | Megan Lynn Mcculloch

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.

On June 10, 2022, became 50% owner in Commercial Rental Real Estate, 138 North Avenue, Hartland, WI 53029, a non-investment-related business. Approximately 5 hours per month is spent renting spaces and depositing checks.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Lynn Prochniak'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

December 17, 2009 - Present

PALADIN PARTNERS

Office #1: 138 North Avenue Suite 10, Hartland, WI 53029

RIA

CRD#: 132024

HARTLAND, WI

Past

July 6, 2009 - December 14, 2009

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

DEALFIELD, WI

Past

July 6, 2009 - December 14, 2009

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

DEALFIELD, WI

Past

April 29, 2009 - June 16, 2009

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DELAFIELD, WI

Past

June 27, 2007 - June 16, 2009

MML INVESTORS SERVICES, LLC

CRD#: 10409

DELAFIELD, WI

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

Texas
(5/27/2020)

IAR

Wisconsin
(12/17/2009)

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: 2/16/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/26/2007

General Securities Representative Examination

Current Firm

PALADIN PARTNERS

PALADIN PARTNERS | PALADIN PARTNERS, LLC

CRD#: 132024 / SEC#:

Texas

Registered Investment Advisory firm - (5/26/2020 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (8/25/2009 Approved)

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Contact information

Main Address

138 North Avenue Suite 10, Hartland, WI 53029

Mailing Address

Po Box 510888, Milwaukee, WI 53203

Phone number

(414) 367-4675

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	126
AUM (Assets Under Management)	$ 98,962,282

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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Megan L. Prochniak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Lynn Prochniak's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALADIN PARTNERS

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2008

Series 7

Date: 6/26/2007

Current Firm

PALADIN PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PALADIN PARTNERS

TRUST BUT VERIFY

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