Inactive

Meghan Gillian Mulligan

Tandem Wealth Advisors

CRD 7978539

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Employer firm

Tandem Wealth Advisors CRD 157794

$262M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

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

Current Employers

Tandem Wealth Advisors

1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-11-06

AZ RA
APPROVED

Since 2024-11-06

Branch Locations

1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • 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

Organization	City	State	From	To
Mgm Accounting Pllc	Phoenix	AZ	01/2007	06/2024
Tandem Wealth Advisors Llc	Phoenix	AZ	05/2011	06/2024
Tandem Wealth Advisors Llc	Phoenix	AZ	07/2024	Present

01/2007 → 06/2024

Mgm Accounting Pllc

Phoenix, AZ
05/2011 → 06/2024

Tandem Wealth Advisors Llc

Phoenix, AZ
07/2024 → Present

Tandem Wealth Advisors Llc

Phoenix, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-01

S65 Uniform Investment Adviser Law Examination

2024-11-01

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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