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MW

Megan K. Watterson

IRONWOOD WEALTH MANAGEMENT
Hurricane, WV 25526
Some features on this profile are disabled
CRD#: 7839077
MW

Professional summary

Megan Kay Watterson, who also goes by Megan Kay Doss, Megan Kay Wallace, is a registered financial advisor currently at IRONWOOD WEALTH MANAGEMENT, INC. located in Hurricane, West Virginia.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Megan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Megan Kay Doss | Megan Kay Wallace

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 Megan Kay Watterson'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

March 25, 2024 - Present

IRONWOOD WEALTH MANAGEMENT, INC.

Office #1: 18 Chase Drive Chase Park, Hurricane, WV 25526
RIA
CRD#: 128699
Hurricane, WV

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".
IW
IRONWOOD WEALTH MANAGEMENT, INC.
IRONWOOD WEALTH MANAGEMENT | WILLIAMS FINANCIAL GROUP, LLC | WILLIAMS FINANCIAL GROUP, INC. | IRONWOOD WEALTH MANAGEMENT, INC.

CRD#: 128699 / SEC#: 801-62555

RIA
Registered Investment Advisory firm - (1/2/2004 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
Texas
(10/10/2025)
IAR
West Virginia
(3/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/18/2024
Uniform Investment Adviser Law Examination

Current Firm

IW
IRONWOOD WEALTH MANAGEMENT, INC.
IRONWOOD WEALTH MANAGEMENT | WILLIAMS FINANCIAL GROUP, LLC | WILLIAMS FINANCIAL GROUP, INC. | IRONWOOD WEALTH MANAGEMENT, INC.

CRD#: 128699 / SEC#: 801-62555

RIA
Registered Investment Advisory firm - (1/2/2004 Approved)
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Contact information

Main Address
18 Chase Drive Chase Park, Hurricane, WV 25526
Mailing Address
Phone number
(304) 760-6000
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IRONWOOD WEALTH MANAGEMENT, INC. ADV PART 2 (1/30/2025)

Regulatory assets under management

Total Number of Accounts696
AUM (Assets Under Management)$ 212,837,072

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

IRONWOOD WEALTH MANAGEMENT, INC.

CRD#: 128699Hurricane, WV 25526

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