MM
Meghan M. Mader
TSG ADVICE PARTNERS
COLUMBUS, OH 43219
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CRD#: 4878656
MM
Professional summary
Meghan Marie Mader, CFP®, who also goes by Meghan Marie O'connell, is a registered financial advisor currently at TSG ADVICE PARTNERS, LLC located in Columbus, Ohio.
Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Meghan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Meghan Marie O'connell
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.
1. BUSINESS OWNERSHIP; MASON FINANCIAL SOLUTIONS;PARTNER;DISTRIBUTOR OF FINANCIAL SOFTWARE;OHIO 43017;NOT Investment Related; November 2014;1-9 Hours per month; 0 during trading hours.
2. BUSINESS OWNERSHIP; TRIPLE M;PARTNER;ENTITY FORMED FOR HOLDING INTELLECTUAL PROPERTY FOR MASON FINANCIAL SOLUTIONS;OHIO 43017;Not Investment Related; November 2014;1-9 Hours per month; 0 during trading hours.
3. Business Ownership; Maderville, LLC; Partner; This will be the holding company for property Collaborative Financial operates out of; Columbus, Ohio 43221; not Investment Related; August 2016; 1-9 hours per month; 1-9 during trading hours.
4. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
5. Other Business Activities; Junior Achievement; Non profit; Volunteering with educating middle school and high school students; Volunteer; Columbus, Ohio; Investment Related; April 2013; 1-9 Hours per month; 1-9 during trading hours.
6. Other Business Activities; New Directions; Non-Profit; Volunteering and giving financial education boot camps; Volunteer; Columbus, Ohio; Investment Related; March 2014;; 1-9 Hours per month; 1-9 during trading hours.
7. Collaborative Insurance Partners; Not Investment Related; Columbus, Ohio; Insurance Sales; 5 Hours Per Month, All During Trading Hours.
8. TSG ADVICE PARTNERS, LLC. INVESTMENT RELATED. 349 W NATIONWIDE BLVD, COLUMBUS, OH 43215. INVESTMENT ADVISORS. INVESTMENT ADVISOR REPRESENTATIVE. 11/20.
CRS (Client Relationship Summary) - RIA
Click below to view Meghan Marie Mader'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®
Start date: 2011
Experience
Current
November 10, 2020 - Present
TSG ADVICE PARTNERS, LLC
Office #1: 4449 Easton Way Suite 200, Columbus, OH 43219RIA
CRD#: 305999
COLUMBUS, OH
Past
September 19, 2017 - December 31, 2020
COLLABORATIVE FINANCIAL PARTNERS LLC
RIA
CRD#: 289444
COLUMBUS, OH
Past
August 2, 2005 - September 19, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
URBANA, OH
Past
July 27, 2005 - September 19, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
URBANA, OH
Past
May 2, 2005 - July 26, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
DUBLIN, OH
Past
January 18, 2005 - July 26, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 18, 2005 - July 26, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
TA
TSG ADVICE PARTNERS, LLC
ADENA ADVISORS, LLC | TSG ADVICE PARTNERS, LLC
CRD#: 305999 / SEC#: 801-117566
RIA
Registered Investment Advisory firm - (10/29/2019 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
Ohio(11/10/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
TSG ADVICE PARTNERS, LLC
ADENA ADVISORS, LLC | TSG ADVICE PARTNERS, LLC
CRD#: 305999 / SEC#: 801-117566
RIA
Registered Investment Advisory firm - (10/29/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4449 Easton Way Suite 200, Columbus, OH 43219
Mailing Address
254 S. Grubb Street, Columbus, OH 43215
Phone number
(614) 697-2750
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,410 |
| AUM (Assets Under Management) | $ 762,215,226 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
