Britt M. Myszka

ENVISION FINANCIAL PLANNING

Memphis, TN 38137

Some features on this profile are disabled

CRD#: 5120517

Professional summary

Britt Megan Myszka, who also goes by Britt Meagan Myszka, is a registered financial advisor currently at ENVISION FINANCIAL PLANNING, LLC located in Memphis, Tennessee.

Britt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Britt has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Britt Meagan Myszka

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 Britt Megan Myszka'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®

None

Experience

Current

July 28, 2023 - Present

ENVISION FINANCIAL PLANNING, LLC

Office #1: 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137

RIA

CRD#: 321790

Memphis, TN

Past

October 31, 2022 - June 29, 2023

HILL INVESTMENT GROUP

RIA

CRD#: 312052

Brentwood, TN

Past

May 14, 2015 - October 6, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Brentwood, TN

Past

February 21, 2012 - March 15, 2019

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

BRENTWOOD, TN

Past

November 25, 2009 - February 16, 2012

LPL FINANCIAL LLC

CRD#: 6413

BRENTWOOD, TN

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".

ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA

Registered Investment Advisory firm - (6/13/2022 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

Tennessee
(7/28/2023)

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 65

Date: 5/13/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/2010

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: 9/2/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/24/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA

Registered Investment Advisory firm - (6/13/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5100 Poplar Avenue, Suite 2428, Memphis, TN 38137

Mailing Address

Phone number

(901) 422-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ENVISION FINANCIAL PLANNING FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	986
AUM (Assets Under Management)	$ 390,967,161

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.

Similar Advisors

Frank Ward

LPL FINANCIAL LLC

IAR

MORRISTOWN, NJ

Faisal Umerani

MACQUARIE CAPITAL (USA) INC.

Houston, TX

Pia Matthes

PJT PARTNERS LP

New York, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Britt M. Myszka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Britt Megan Myszka's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILL INVESTMENT GROUP

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

Primary Firm SEC Registration

ENVISION FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/13/2015

Series 63

Date: 3/2/2010

SIE

Date: 10/1/2018

Series 7

Date: 9/2/2014

Series 6

Date: 11/24/2009

Current Firm

ENVISION FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVISION FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Similar Advisors