Megan K. Van Den Mar

ALONGSIDE FINANCIAL PARTNERS

BEND, OR

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CRD#: 6302309

Professional summary

Megan Kendall Van Den Mar, CFP®, who also goes by Meg Van Den Bergh, Megan Kendall Van Den Bergh, Megan Kendall Van Den Már, is a registered financial advisor currently at ALONGSIDE FINANCIAL PARTNERS located in Bend, Oregon.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Megan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Tax Planning

Small Business Planning

Education Planning

Life Transitions

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

Alternative or Private Investm...

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Estate & Generational Planning...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Meg Van Den Bergh | Megan Kendall Van Den Bergh | Megan Kendall Van Den Már

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 Megan Kendall Van Den Mar'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 27, 2025 - Present

ALONGSIDE FINANCIAL PARTNERS

RIA

CRD#: 337539

BEND, OR

Past

January 2, 2020 - June 25, 2025

PAINTED PORCH ADVISORS LLC

RIA

CRD#: 304375

BEND, OR

Past

May 1, 2014 - August 8, 2019

WEST COAST FINANCIAL, LLC

RIA

CRD#: 104677

AVILA BEACH, CA

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

California
(8/29/2025)

IAR

Oregon
(8/27/2025)

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: 4/30/2014

Uniform Investment Adviser Law Examination

Current Firm

ALONGSIDE FINANCIAL PARTNERS

ALONGSIDE FINANCIAL PARTNERS | ALONGSIDE FINANCIAL PARTNERS, LLC

CRD#: 337539 / SEC#:

California

Registered Investment Advisory firm - (8/29/2025 Approved)

Oregon

Registered Investment Advisory firm - (8/27/2025 Approved)

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Contact information

Main Address

Bend, OR

Mailing Address

Po Box 1584, Bend, OR 97709

Phone number

(541) 215-8115

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Megan K. Van Den Mar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Kendall Van Den Mar's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALONGSIDE FINANCIAL PARTNERS

PAINTED PORCH ADVISORS LLC

WEST COAST FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2014

Current Firm

ALONGSIDE FINANCIAL PARTNERS

Contact information

Documents

Red Flags

Company Information

ALONGSIDE FINANCIAL PARTNERS

TRUST BUT VERIFY

Contact information

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