Megan E. Buchanan
HORIZONS SUSTAINABLE FINANCIAL SERVICES
Milwaukie, OR
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CRD#: 7315217
Professional summary
Megan Elizabeth Buchanan, CFP® is a registered financial advisor currently at HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. located in Milwaukie, Oregon.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Megan has worked at 2 firms .
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Life Transitions
Socially Responsible Investing
Investment Planning
Estate Planning
Retirement Income Management
Do you have an area of expertise or specialization?
AUM
Charitable Giving
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Megan Elizabeth Buchanan'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: 2018
Experience
Current
May 14, 2025 - Present
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
RIA
CRD#: 164970
Milwaukie, OR
Past
November 20, 2020 - May 1, 2025
SILVER OAK ADVISORY GROUP
RIA
CRD#: 108298
PORTLAND, OR
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".
HS
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
HORIZONS SUSTAINABLE FINANCIAL SERVICES | KIEL, LTD. | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
CRD#: 164970 / SEC#: 801-120599
RIA
Registered Investment Advisory firm - (3/25/2021 Approved)California
Registered Investment Advisory firm - (4/25/2021 Terminated)Colorado
Registered Investment Advisory firm - (3/26/2021 Terminated)New Mexico
Registered Investment Advisory firm - (3/26/2021 Terminated)Oregon
Registered Investment Advisory firm - (8/6/2021 Terminated)Texas
Registered Investment Advisory firm - (3/26/2021 Terminated)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
Oregon(5/14/2025)
Exams
Current Firm
HS
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
HORIZONS SUSTAINABLE FINANCIAL SERVICES | KIEL, LTD. | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
CRD#: 164970 / SEC#: 801-120599
RIA
Registered Investment Advisory firm - (3/25/2021 Approved)California
Registered Investment Advisory firm - (4/25/2021 Terminated)Colorado
Registered Investment Advisory firm - (3/26/2021 Terminated)New Mexico
Registered Investment Advisory firm - (3/26/2021 Terminated)Oregon
Registered Investment Advisory firm - (8/6/2021 Terminated)Texas
Registered Investment Advisory firm - (3/26/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
535 Cerrillos Road Suite A2, Santa Fe, NM 87501
Mailing Address
Phone number
(505) 982-9661
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 714 |
| AUM (Assets Under Management) | $ 131,873,325 |
Red Flags
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Company Information
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
CRD#: 164970Milwaukie, ORTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
