Megan A. Abbott

Employer firm

Trajectory Financial Planning CRD 321904

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2019 → 02/2020
  Moneta Group
  St. Louis, MO
• 01/2021 → Present
  Delegated Planning, Llc
  Denver, CO
• 07/2022 → Present
  Trajectory Financial Planning
  Steamboat Springs, CO
• 06/2022 → Present
  Trajectory Tax, Llc
  Steamboat Springs, CO
• 02/2020 → Present
  Dc Capital Management
  Dillon, CO
• 05/2016 → 08/2018
  Uchealth
  Aurora, CO
• 08/2018 → 09/2019
  Uchealth
  Aurora, CO

Previous Registrations

• 2021-02-23 → 2022-09-12
  Delegated Planning
  Denver, CO

Other Businesses

1) Name: Trajectory Tax, LLC Investment Related: Yes Address: 200 Lincoln Avenue #880052 Steamboat Springs, CO 80488 Nature: Tax preparation & planning services Position: President Start Date: 06/2022 Hours per month: 30 hrs/month Hours per month during securities trading hours: 30 hours/month Duties: Tax preparation & planning 2) Delegated Planning, LLC Investment Related: Yes Address: 2240 N. Clay Street, Unit 506 Denver, CO 80211 Nature of other business: RIA Position: Financial Planner Start Date: 01/2021 Hours per month: 5 hours/month Hours per month during securities trading hours: 5 hours/month Duties: Paraplanning services to other advisors 3) Name: DC Capital Management Investment Related: Yes Address: 101 Gold Run Circle Dillon, Colorado 80435 Nature of other business: Wealth management firm Position: Paraplanner Start Date: 02/2020 Hours per month: 15 hours/month Hours per month during securities trading hours: 15 hours/month Duties: Provide paraplanning services to the firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-21

Other Names

• Megan Stokke