Meghan O. Bohlke

FPNAVIGATORS

MAPLE GROVE, MN 55369

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CRD#: 7132949

Professional summary

Meghan Olivia Bohlke, who also goes by Meghan O Bohlke, Meghan O Mcbride, is a registered financial advisor currently at FPNAVIGATORS located in Maple Grove, Minnesota.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Meghan has worked at 3 firms and has passed the Series 63, Series 6TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Meghan O Bohlke | Meghan O Mcbride

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 Meghan Olivia Bohlke'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

October 17, 2024 - Present

FPNAVIGATORS

Office #1: 7365 Kirkwood Court N Suite 330, Maple Grove, MN 55369

RIA

CRD#: 332831

MAPLE GROVE, MN

Past

June 8, 2022 - October 21, 2024

LPL FINANCIAL LLC

CRD#: 6413

MAPLE GROVE, MN

Past

May 6, 2021 - June 8, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TAMPA, FL

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".

FPNAVIGATORS

FINANCIAL PLANNING NAVIGATORS CORP | FPNAVIGATORS

CRD#: 332831 / SEC#: 801-131251

RIA

Registered Investment Advisory firm - (10/16/2024 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

Minnesota
(10/17/2024)

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

Series 63

Date: 8/26/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 5/6/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/2/2020

Securities Industry Essentials Examination

Current Firm

FPNAVIGATORS

FINANCIAL PLANNING NAVIGATORS CORP | FPNAVIGATORS

CRD#: 332831 / SEC#: 801-131251

RIA

Registered Investment Advisory firm - (10/16/2024 Approved)

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Contact information

Main Address

7365 Kirkwood Court N Suite 330, Maple Grove, MN 55369

Mailing Address

Phone number

(763) 265-4450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FPN FORM ADV PART 2A (8/6/2025)

FPN ADV PART 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	1,417
AUM (Assets Under Management)	$ 289,134,384

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.

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Advisor Monitoring

Firm Stability Insights

Meghan O. Bohlke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Olivia Bohlke's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

FPNAVIGATORS

State Registrations and Notice Filings

Exams

Series 63

Date: 8/26/2021

Series 6TO

Date: 1/2/2023

Series 7TO

Date: 5/6/2021

SIE

Date: 11/2/2020

Current Firm

FPNAVIGATORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FPNAVIGATORS

TRUST BUT VERIFY

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