Megan Elizabeth Ramshaw

Employer firm

Mokan Wealth Management CRD 328005

$250M regulatory AUM 18 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

• 01/2022 → 09/2022
  Mariner Wealth Advisors
  Overland Park, KS
• 09/2022 → 03/2025
  Mariner Wealth Advisors
  Overland Park, KS
• 08/2021 → 01/2022
  Kansas State Pfp
  Manhattan, KS
• 05/2021 → 08/2021
  Vanguard
  Scottsdale, AZ
• 08/2020 → 05/2021
  Kansas State Athletics
  Manhattan, KS
• 02/2020 → 08/2020
  Cgn Advisors
  Manhattan, KS
• 05/2016 → 08/2020
  Manhattan Parks & Rec
  Manhattan, KS
• 03/2025 → Present
  Mokan Wealth Management
  Overland Park, KS

Previous Registrations

• 2022-11-03 → 2025-04-21
  Mariner
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-03

Designations

• Certified Financial Planner

Other Names

• Megan Klug
• Megan Ramshaw
• Megan Klum Ramshaw