Best Investors Account Sign in
Inactive

Megan Lynn Prochniak

Paladin Partners

Hartland, WI

CRD 4667522

Claim This Profile
Employer firm

Paladin Partners CRD 132024

$199M regulatory AUM 33 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Paladin Partners

138 North Avenue Suite 10, Hartland, WI 53029 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-30
TX RA APPROVED 2020-05-27
  • WI RA
    APPROVED
    Since 2025-05-30
  • TX RA
    APPROVED
    Since 2020-05-27

Branch Locations

138 North Avenue Suite 10, Hartland, WI 53029 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paladin Partners, Llc Milwaukee WI 12/2009 Present
  • 12/2009 → Present
    Paladin Partners, Llc
    Milwaukee, WI
Previous Registrations
  • 2009-07-06 → 2009-12-14
    Next Financial Group, Inc.
    Delafield, WI
  • 2009-04-29 → 2009-06-16
    Delafield, WI
Other Businesses

On June 10, 2022, became 50% owner in 138 North LLC, a WIsconsin limited liability company, 138 North Avenue, Hartland, WI 53029, a non-investment-related business. Approximately 5 hours per month is spent renting spaces and depositing checks.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-16
  • S66 Uniform Combined State Law Examination
    2008-02-16
Designations
  • Certified Financial Planner
Other Names
  • Megan L Mcculloch
  • Megan Lynn Mcculloch

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Hartland, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor