Meghan H. Lape

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Colorado Sprins, CO

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CRD#: 4708713

Professional summary

Meghan Heather Lape, CFP®, who also goes by Meghan Heather Lefevre, Meghan Lefevre, Meghan Heather Singh, Meghan Singh, is a registered financial advisor currently at FIRST AFFIRMATIVE FINANCIAL NETWORK LLC located in Colorado Sprins, Colorado.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Meghan has worked at 2 firms .

Biography

Follow me on LinkedIn for financial insights!   https://www.linkedin.com/in/meghanlape/

Question & Answer

What are your service offerings?

Tax Planning

Budgeting

Life Transitions

Investment Planning

Socially Responsible Investing

Retirement Planning

Estate Planning

Debt Management

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Divorce Planning

ExPat and Cross Border Issues

Federal Employees

Financial Psychology/Coaching

Investment Advice with Ongoing...

Are you a "fiduciary"?

Yes

Aliases

Meghan Heather Lefevre | Meghan Lefevre | Meghan Heather Singh | Meghan Singh

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.

Meghan Lape is the owner of Mindful Tax. In her role as a Tax Preparer, Meghan does not provide advisory services. This activity accounts for approximately 25% of Meghan's time during trading hours. Please refer to Form ADV Part 2A, Item 10 for more information.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Heather Lape's CRS (Customer Relationship Summary).

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: 2016

Experience

Current

September 3, 2024 - Present

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

Colorado Sprins, CO

Past

March 17, 2020 - September 4, 2024

CONSCIOUS IMPACT FINANCIAL PLANNING

RIA

CRD#: 307861

COLORADO SPRINGS, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD#: 109036 / SEC#: 801-56587

RIA

Registered Investment Advisory firm - (6/7/1999 Approved)

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

Colorado
(9/3/2024)

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

Current Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD#: 109036 / SEC#: 801-56587

RIA

Registered Investment Advisory firm - (6/7/1999 Approved)

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Contact information

Main Address

5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918

Mailing Address

Phone number

(719) 478-7036

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - DISCLOSURE BROCHURE (6/2/2025)

FORM ADV PART 2A - OPS/ORION WRAP FEE BROCHURE (6/2/2025)

FORM ADV PART 2A - GOLDMAN SACHS WRAP FEE BROCHURE (6/2/2025)

FORM ADV PART 2A - DISCLOSURE BROCHURE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - APEX WRAP FEE SCHEDULE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - GOLDMAN SACHS WRAP FEE BROCHURE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - OPS/ORION WRAP FEE BROCHURE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - APEX WRAP FEE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	2,298
AUM (Assets Under Management)	$ 956,132,091

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.

Contact information

(xxx) xxx-xxxx

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Meghan H. Lape

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Heather Lape's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CONSCIOUS IMPACT FINANCIAL PLANNING

Primary Firm SEC Registration

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

State Registrations and Notice Filings

Exams

Current Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

TRUST BUT VERIFY

Contact information

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