MN
Megan Nuttelman
RIGHTPATH INVESTMENTS & FINANCIAL PLANNING
Frisco, CO 80443
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CRD#: 8025444
MN
Professional summary
Megan Nuttelman is a registered financial advisor currently at RIGHTPATH INVESTMENTS & FINANCIAL PLANNING, INC. located in Frisco, Colorado.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Megan has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Megan Nuttelman'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
January 7, 2025 - Present
RIGHTPATH INVESTMENTS & FINANCIAL PLANNING, INC.
Office #1: 308 Main St. Suite 2, Frisco, CO 80443RIA
CRD#: 129508
Frisco, 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(1/7/2025)
Exams
Current Firm
RI
RIGHTPATH INVESTMENTS & FINANCIAL PLANNING, INC.
RIGHTPATH INVESTMENTS & FINANCIAL PLANNING | SMITH, STEVEN R. | RIGHTPATH INVESTMENTS & FINANCIAL PLANNING, INC.
CRD#: 129508 / SEC#:
Colorado
Registered Investment Advisory firm - (2/4/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Denver, CO
Mailing Address
Phone number
(970) 668-5525
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 84,862,502 |
Red Flags
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