Meghan Marie Mader

Employer firm

Tsg Advice Partners, LLC CRD 305999

$867M regulatory AUM 58 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → 09/2017
  Ameriprise Financial Services, Inc.
  Dublin, OH
• 09/2017 → 12/2020
  Collaborative Financial Partners Llc
  Columbus, OH
• 11/2020 → Present
  Tsg Advice Partners, Llc
  Columbus, OH

Previous Registrations

• 2017-09-19 → 2020-12-31
  Collaborative Financial Partners Llc
  Columbus, OH
• 2005-07-27 → 2017-09-19
  Ameriprise Financial Services, Llc
  Columbus, OH
  Urbana, OH
  Dublin, OH
  Columbus, OH
  Dublin, OH
  Nelsonville, OH
• 2005-05-02 → 2005-07-26
  Ameriprise Financial Services, Llc
  Dublin, OH

Exams

• S66 Uniform Combined State Law Examination
  2007-12-17

Designations

• Certified Financial Planner

Other Names

• Meghan Marie O'COnnell
• Meghan Marie O'COnnell