Unclaimed Profile

Meghan Marie Mader

COLLABORATIVE FINANCIAL PARTNERS LLC·COLUMBUS, Ohio

SIE, Series 7, Series 66CFPClean record21 years registeredCOLLABORATIVE 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 · 21 years registered

Brand Profile

Not yet started

Career History

TSG ADVICE PARTNERS, LLC

Nov 2020 – present

COLLABORATIVE FINANCIAL PARTNERS LLC

Sep 2017 – Dec 2020

COLUMBUS, OH

AMERIPRISE FINANCIAL SERVICES, INC.

Jul 2005 – Sep 2017

URBANA, OH

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

May 2005 – Jul 2005

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 2, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLLABORATIVE FINANCIAL PARTNERS LLC

CRD 289444 · SEC 801-111094

AUM

$103M

Regulatory assets under management

Employees

836 client accounts

Services offered by COLLABORATIVE FINANCIAL PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COLLABORATIVE FINANCIAL PARTNERS LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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