Megan A. Abbott

TRAJECTORY FINANCIAL PLANNING

Steamboat Springs, CO

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CRD#: 7340912

Professional summary

Megan A. Abbott, who also goes by Megan Stokke, is a registered financial advisor currently at TRAJECTORY FINANCIAL PLANNING located in Steamboat Springs, Colorado.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Megan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan Stokke

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.

1) Name: Trajectory Tax, LLC Investment Related: Yes Address: 200 Lincoln Avenue #880052 Steamboat Springs, CO 80488 Nature: Tax preparation & planning services Position: President Start Date: 06/2022 Hours per month: 30 hrs/month Hours per month during securities trading hours: 30 hours/month Duties: Tax preparation & planning 2) Delegated Planning, LLC Investment Related: Yes Address: 2240 N. Clay Street, Unit 506 Denver, CO 80211 Nature of other business: RIA Position: Financial Planner Start Date: 01/2021 Hours per month: 5 hours/month Hours per month during securities trading hours: 5 hours/month Duties: Paraplanning services to other advisors 3) Name: DC Capital Management Investment Related: Yes Address: 101 Gold Run Circle Dillon, Colorado 80435 Nature of other business: Wealth management firm Position: Paraplanner Start Date: 02/2020 Hours per month: 15 hours/month Hours per month during securities trading hours: 15 hours/month Duties: Provide paraplanning services to the firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan A. Abbott'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®

None

Experience

Current

July 29, 2022 - Present

TRAJECTORY FINANCIAL PLANNING

RIA

CRD#: 321904

Steamboat Springs, CO

Past

February 23, 2021 - September 12, 2022

DELEGATED PLANNING

RIA

CRD#: 166413

DENVER, CO

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

Colorado
(7/29/2022)

IAR

Ohio
(2/25/2025)

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: 12/21/2020

Uniform Investment Adviser Law Examination

Current Firm

TRAJECTORY FINANCIAL PLANNING

TRAJECTORY FINANCIAL PLANNING | TRAJECTORY FINANCIAL PLANNING LLC

CRD#: 321904 / SEC#:

Colorado

Registered Investment Advisory firm - (7/29/2022 Approved)

Ohio

Registered Investment Advisory firm - (1/31/2025 Approved)

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Contact information

Main Address

Aurora, CO

Mailing Address

Phone number

(303) 437-8119

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Megan A. Abbott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan A. Abbott's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRAJECTORY FINANCIAL PLANNING

DELEGATED PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2020

Current Firm

TRAJECTORY FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

TRAJECTORY FINANCIAL PLANNING

TRUST BUT VERIFY

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