Megan E. Gehrman
ADVISORNET WEALTH PARTNERS
WAYZATA, MN 55391
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CRD#: 5049458
Professional summary
Megan Elizabeth Gehrman, CFP®, who also goes by Megan Elizabeth Knight, is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Wayzata, Minnesota and CETERA INVESTMENT ADVISERS LLC located in Wayzata, Minnesota.
Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Megan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Megan Elizabeth Knight
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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2.NAME OF OTHER BUSINESS: STERLING RETIREMENT RESOURCES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERD LOCATION, NATURE OF BUSINESS: DBA FOR FINANCIAL PLANNING, START DATE: 7/2016, APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: PARTNER, BRIEF DESCRIPTION OF DUTIES: CFP & SECRETARY; 3. NAME OF OTHER BUSINESS: MEGAN GEHRMAN, INVESTMENT RELATED: NO, NATURE OF BUSINESS: NOTARY SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 01/2010, APPROX NUMBER OF HOURS PER MONTH: 2, BRIEF DESCRIPTION OF DUTIES: NOTARY SERVICES; 4. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY BUSINESS; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE; START DATE: 08/2012; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT; 5. NAME OF OTHER BUSINESS: NORR LOFT; INVESTMENT RELATED: NO; ADDRESS: 63 ROLLINS RIDGE, TOFTE, MN 55615; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SHORT TERM RENTAL PROPERTY;
CRS (Client Relationship Summary) - RIA
Click below to view Megan Elizabeth Gehrman'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: 2010
Experience
Current
February 3, 2014 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 120 Broadway Avenue S, Suite 200, Wayzata, MN 55391RIA
CRD#: 113074
WAYZATA, MN
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 120 Broadway Avenue S Suite 200, Wayzata, MN 55391RIA
CRD#: 105644
WAYZATA, MN
Current
May 1, 2012 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 120 Broadway Avenue S Suite 200, Wayzata, MN 55391BD
CRD#: 13572
Wayzata, MN
Past
November 20, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ST. LOUIS PARK, MN
Past
February 10, 2011 - April 30, 2012
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
BURNSVILLE, MN
Past
March 11, 2010 - April 30, 2012
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
BURNSVILLE, MN
Past
October 4, 2006 - March 16, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NEW BRIGHTON, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/1/2016)
RR
California(2/1/2016)
RR
Colorado(8/16/2012)
RR
Connecticut(7/8/2022)
RR
Florida(8/29/2018)
RR
Idaho(10/31/2019)
RR
Illinois(2/1/2016)
RR
Iowa(2/1/2016)
RR
Maryland(6/6/2012)
RR
Minnesota(5/1/2012)
IAR
Minnesota(2/3/2014)
RR
Missouri(11/30/2021)
RR
Montana(1/3/2024)
RR
Nebraska(9/2/2015)
RR
New Hampshire(12/19/2024)
RR
New Jersey(11/17/2023)
RR
New York(7/12/2023)
RR
North Carolina(1/29/2021)
RR
North Dakota(10/27/2022)
RR
Ohio(12/2/2019)
RR
Oregon(5/1/2012)
RR
South Dakota(9/20/2018)
RR
Utah(6/27/2012)
RR
Washington(3/7/2025)
RR
Wisconsin(5/29/2012)
RR
Wyoming(3/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
