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Megan Nuttelman

Mission Wealth Management, LP

Frisco, CO

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Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-10
  • CO RA
    APPROVED
    Since 2026-02-10

Branch Locations

307 Main Street, Frisco, CO 80443 • 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
OrganizationCityStateFromTo
Rightpath Investments & Financial Planning, Inc. Frisco CO 01/2021 12/2024
Self-Employed Frisco CO 01/2020 01/2021
The Summit Foundation Breckenridge CO 07/2015 12/2019
Rightpath Investments & Financial Planning, Inc. Frisco CO 01/2025 02/2026
Mission Wealth Management, Lp Santa Barbara CA 02/2026 Present
  • 01/2021 → 12/2024
    Rightpath Investments & Financial Planning, Inc.
    Frisco, CO
  • 01/2020 → 01/2021
    Self-Employed
    Frisco, CO
  • 07/2015 → 12/2019
    The Summit Foundation
    Breckenridge, CO
  • 01/2025 → 02/2026
    Rightpath Investments & Financial Planning, Inc.
    Frisco, CO
  • 02/2026 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Previous Registrations
  • 2025-01-07 → 2026-02-18
    Rightpath Investments & Financial Planning, Inc.
    Frisco, CO
    Denver, CO
Designations

View on SEC IAPD

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