Megan Mirei Takagi

Current Employers

Employment History

• 09/2012 → Present
  Takagi & Takagi
  Honolulu, HI
• 01/2013 → Present
  Osaic Wealth, Inc.
  Atlanta, GA
• 03/2017 → Present
  Nwf Advisory Services, Inc.
  Honolulu, GA
• 09/2012 → 12/2019
  Takagi & Takagi
  Honolulu, HI

Other Businesses

1. NWF ADVISORY SERVICES, INC. POS: Director of Business Development NATURE: Our advisory services are provided through NWF Advisory Services, Inc. in Los Angeles, an independent RIA. INVEST RELATED: Yes #HRS: 100 SEC TRADE HRS: 60 START: 3/1/17 ADD: Honolulu HI 96813 DESC: I am the Director of Business Development. I determine how to best serve our clients and add value to their experience by implementing initiatives, development long-term business plans, upgrading office efficiency and technology, and handling related marketing and client-facing projects. I lead client webinars, events, and small-group discussions. I am also involved in making decisions regarding portfolios, financial planning, client events, marketing, and overall business strategies. 2. JOHN H CONNORS INSURANCE POS: Administrative Assistant NATURE: John H Connors is an insurance agency. INVEST RELATED: Yes #HRS: 4 SEC TRADE HRS: 0 START: 6/30/17 ADD: Honolulu HI 96813 DESC: Assist agent David Takagi with administrative tasks related to his insurance business through John Connors. 3. TAKAGI AND TAKAGI POS: Director of Business Development NATURE: Sole Proprietorship INVEST RELATED: Yes #HRS: 20 SEC TRADE HRS: 0 START: 9/1/12 ADD: Honolulu HI 96813 DESC: Licensed in Life & Health Insurance; share cases with David Takagi and/or Grant Jones but am not actively engaged in selling. Also assist with bookkeeping. 1/1/20 added Director of Business Development title and roles in addition to these existing roles and responsibilities. So along with the previous duties, I now also determine how to best serve our clients and add value to their experience by implementing initiatives, develop long-term business plans, upgrading office efficiency and technology, and handle related marketing and client-facing projects. I lead client webinars, events, and small-group discussions, and am involved in our marketing and overall business strategies. 4. YMCA CAMP ERDMAN POS: Mem of BOD NATURE: 501(c)3 NPO INVEST RELATED: No #HRS: 2 SEC TRADE HRS: 0 START: 11/10/22 ADD: Waialua HI 96791 DESC: Effective 11/22. My role is 100% volunteer for the purpose of promoting the values and programs offered to who attend the YMCA camp. 5. IKIGAI PLANNER NETWORK POS: Founding mem NATURE: This is a mastermind networking group of CFP professionals. Most meetings are held via zoom, so the business address is my home address. INVESTMENT RELATED: No # OF HRS: 2 SECURITIES TRADING HRS: 0 START DATE: 12/6/24 ADD: Seattle WA 98116 DESC: My duties are to learn about Ikigai concepts at monthly meetings, best practices about values and purpose-driven business ideas, and share with clients & prospects 6. IKIGAI PLANNER NETWORK POS: Founding member NATURE: This is a mastermind networking group of other CFP professionals. Most meetings are held via zoom, so "business address" I provided is my home address. INVESTMENT RELATED: No # HRS: 2, SECURITIES TRADING HRS: 0 START DATE: 12/06/2024 ADD:1833 Fern ST, Apt C, Honolulu HI 96826 DESC: I am founding member of Ikigai Planner Network, which is a business networking group for Certified Financial Planners. My duties are to learn about Ikigai concepts at monthly meetings, learn best practices about values and purpose-driven business ideas from other CFPs in the group, and share with my clients & prospects in future, to better their lives 7. MEGAN TAKAGI POS:Landlord NATURE: I have new tenant for my Seattle, WA townhouse (address above). INVESTMENT RELATED: Yes #HRS: 3 SECURITIES TRADING HRS: 0 START DATE: 09/26/2025 ADD: 4127C 40th Ave SW, Seattle WA 98116 DESC: I am owner/manager of 2-bedroom townhouse in Seattle, rented out to new tenant for $3480/mo. 8. MEGAN TAKAGI POS:Landlord NATURE: Rental property in Kaimuki. INVESTMENT RELATED: Yes # HRS: 3 SECURITIES TRADING HRS: 0 START DATE: 10/15/2025 ADD: 631A 10th Ave, Honolulu HI 96816 DESC:I am owner/manager of 2-bedroom house in Honolulu, rented out to tenants for $3200/mo.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-22

Designations