MA
Megan P. Angle
CETERA INVESTMENT ADVISERS LLC
ELK GROVE VILLAGE, IL 60007
Some features on this profile are disabled
CRD#: 7738004
MA
Professional summary
Megan Patricia Angle, who also goes by Megan P Angle, Megan Angle, Megan P Stika, Megan Patricia Stika, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Elk Grove Village, Illinois and CETERA WEALTH SERVICES, LLC located in Elk Grove Village, Illinois.
Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Megan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Megan P Angle | Megan Angle | Megan P Stika | Megan Patricia Stika
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) PORTE BROWN LLC POSITION: Partner NATURE: this entity provides tax planning, tax preparation, tax consulting, audit, and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2008 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: Manage and oversee client accountsReview assurance service workpapers for compliance within Generally accepted auditing standards and statements on standards for accounting and review services per the AICPASign as partner on audit engagementsReview and sign tax returns including 1120, 1120S, 1065, 1040, and 990s 2) ILLINOIS CPA SOCIETY POSITION: Not For Profit Committee Member NATURE: Monthly/Quarterly Committee meetings to provide guidance and insight on the IL CPA Societies' engagement with Not for profit organizations and the CPAS who service them. Also responsible to contributing to education development and conference planning and scheduling. I also speak at sessions for conferences and workshops in my capacity as a CPA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2012 ADDRESS: 550 W Jackson Suite 900, Chicago IL 60661, United States DESCRIPTION: Participation in committee meetingsPresenting at conferences or workshopsVoting on approval of the minutesThis is the extent of my duties 3) TRI-TOWN YMCA POSITION: Board Chairperson NATURE: Board Chair of local YMCA branch. The board provides fiscal and governance oversight for the organization. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2018 ADDRESS: 136 S Cornell Ave, Villa Park IL 60181, United States DESCRIPTION: General oversight and guidance to the organizationReview of compliance and program documentation and program materialsApproval of annual budgetParticipation in review and compensation determination for CEOApproval of expenditures outside of budget more than $10,000this is the extent of my duties? 4) PORTE BROWN WEALTH MANAGEMENT POSITION: Advisor NATURE: Refer clients to Ron, Abe and Nicky INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2025 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007 DESCRIPTION: Referring Advisor
CRS (Client Relationship Summary) - RIA
Click below to view Megan Patricia Angle'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 845 Oakton St, Elk Grove Village, IL 60007RIA
CRD#: 105644
ELK GROVE VILLAGE, IL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 845 Oakton Street, Elk Grove Village, IL 60007BD
CRD#: 13572
ELK GROVE VILLAGE, IL
Past
September 3, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Elk Grove Village, IL
Past
September 12, 2023 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
ELK GROVE VILLAGE, IL
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(9/5/2025)
IAR
Illinois(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
