Megan Elizabeth Koopman

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2009 → 07/2024
  Next Financial Group Inc
  Scottsdale, AZ
• 07/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2009-10-09 → 2024-07-26
  Next Financial Group, Inc.
  Scottsdale, AZ
  Tempe, AZ
  Pismo Beach, CA
  Phoenix, AZ
  Scottsdale, AZ
• 2007-11-27 → 2009-10-01
  Woodbury Financial Services, Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1. Outside Fixed Insurance. 2. Successor Trustee for Immediate Family. 3. 6628 RTR LLC - Rental Property owner. 4. MK Financial Solutions, LLC - DBA used for Equitable and outside fixed insurance business. 5. Money Split LLC - rental property owner with mother. Established July 2024.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-13
• S63 Uniform Securities Agent State Law Examination
  2006-07-18

Designations

• Certified Financial Planner

Other Names

• Megan E Koopman