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Meghan Marie Mader

COLLABORATIVE FINANCIAL PARTNERS LLC·COLUMBUS, Ohio
Clean recordCOLLABORATIVE FINANCIAL PARTNERS LLC
2875 WEST DUBLIN GRANVILLE RD, COLUMBUS, OH 43235CRD# 4878656Firm CRD# 289444

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Meghan Marie Mader · COLUMBUS, OH
Registration
CRD #4878656 · COLLABORATIVE FINANCIAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Meghan Marie Mader is a registered financial advisor based in COLUMBUS, Ohio, affiliated with COLLABORATIVE FINANCIAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COLLABORATIVE FINANCIAL PARTNERS LLC
COLLABORATIVE FINANCIAL PARTNERS LLC
AUM
$103M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4878656
Firm CRD# 289444
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Meghan Marie Mader offer?
Meghan Marie Mader specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Meghan Marie Mader's credentials?
Meghan Marie Mader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meghan Marie Mader located?
Meghan Marie Mader is based in COLUMBUS, Ohio, working with COLLABORATIVE FINANCIAL PARTNERS LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Meghan Marie Mader charge for services?
Meghan Marie Mader's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLLABORATIVE FINANCIAL PARTNERS LLC?
COLLABORATIVE FINANCIAL PARTNERS LLC has approximately 6 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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