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MH

Meghan D. Hein

CLEARPATH WEALTH MANAGEMENT, L.C.
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 7760951
MH

Professional summary

Meghan Deann Hein is a registered financial advisor currently at CLEARPATH WEALTH MANAGEMENT, L.C. located in Overland Park, Kansas.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Meghan has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

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.
Meghan Hein is a Tasting Room Associate at TerraVox Winery. This is not an investment-related business. TerraVox Winery is located at 19310 NW Farley Hampton Rd #3, Kansas City, MO 64153. They are a winery and vineyard. Meghan started at TerraVox Winery in January of 2024. She devotes less than 15 hours a month to this position, none being during securities trading hours. Her main responsibilities include, but are not limited to, serving wine to guests, hosting events, and providing tours around winery grounds.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Deann Hein'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

October 30, 2025 - Present

CLEARPATH WEALTH MANAGEMENT, L.C.

Office #1: 9393 W. 110th Street, Suite 210, Overland Park, KS 66210
RIA
CRD#: 116029
Overland Park, KS
Past

October 25, 2024 - October 16, 2025

ASPYRE WEALTH PARTNERS

RIA
CRD#: 107212
OVERLAND PARK, KS
Past

July 31, 2023 - November 18, 2024

CWM, LLC

RIA
CRD#: 155344
Omaha, NE

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
Kansas
(10/30/2025)
IAR
Missouri
(10/30/2025)
IAR
Texas
(10/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/28/2023
Uniform Investment Adviser Law Examination

Current Firm

CW
CLEARPATH WEALTH MANAGEMENT, L.C.
BLW WEALTH MANAGEMENT | CLEARPATH WEALTH MANAGEMENT, L.C. | BUTLER, LANZ & WAGLER, L.C.

CRD#: 116029 / SEC#:

Kansas
Registered Investment Advisory firm - (8/20/1998 Approved)
Missouri
Registered Investment Advisory firm - (7/30/1998 Approved)
Texas
Registered Investment Advisory firm - (1/31/2015 Conditional Restricted)
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Contact information

Main Address
9393 W. 110th Street, Suite 210, Overland Park, KS 66210
Mailing Address
Phone number
(913) 336-3500
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts195
AUM (Assets Under Management)$ 63,235,000

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.

Company Information

CLEARPATH WEALTH MANAGEMENT, L.C.

CRD#: 116029Overland Park, KS 66210

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