Meghan M. Hanes
Professional summary
Meghan Marie Hanes, who also goes by Meghan Marie Hanes Ms, Meghan Hanes, Meghan Marie Hannon, is a registered financial advisor currently at BOULAY WEALTH located in Eden Prairie, Minnesota and VALMARK ADVISERS, INC. located in Eden Prairie, Minnesota.
Meghan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Meghan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Meghan Marie Hanes's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2021 - Present
BOULAY WEALTH
Office #1: 11095 Viking Drive Suite 500, Eden Prairie, MN 55344October 11, 2021 - Present
VALMARK ADVISERS, INC.
Office #1: 11095 Viking Drive Suite 500, Eden Prairie, MN 55344December 4, 2020 - Present
VALMARK SECURITIES, INC.
Office #1: 11095 Viking Drive, #500, Eden Prairie, MN 55344July 18, 2007 - November 23, 2020
JOHN HANCOCK DISTRIBUTORS LLC
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/14/2022)
(12/14/2022)
(12/4/2020)
(5/28/2021)
(2/6/2023)
(1/10/2022)
(11/2/2021)
Exams
FINRA
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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