Meagan Rae Mcguire

Employer firm

Slp Wealth CRD 325631

$63.7M regulatory AUM 1,789 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2014 → 03/2017
  Massachusetts Mutual Life Insurance Co
  Atlanta, GA
• 07/2014 → 03/2017
  Mml Investors Services, Llc
  Atlanta, GA
• 03/2018 → Present
  Massmutual Life Insurance Co
  Atlanta, GA
• 02/2018 → 12/2018
  Spire Wealth Management, Llc
  Alpharetta, GA
• 02/2018 → 12/2018
  Spire Securities, Llc
  Alpharetta, GA
• 07/2019 → 10/2021
  Mml Investors Services, Llc
  Atlanta, GA
• 03/2017 → 04/2023
  Mrlandress, Inc. Dba Financial Coach Meagan
  Atlanta, GA
• 04/2023 → Present
  Slp Wealth
  Canton, GA
• 03/2017 → 12/2021
  Ringler Associates
  Aliso Viejo, CA
• 11/2019 → Present
  Student Loan Planner
  Canton, GA

Previous Registrations

• 2019-09-19 → 2021-01-13
  Mml Investors Services, Llc
  Atlanta, GA
• 2018-03-12 → 2018-12-17
  Spire Wealth Management, Llc
  Alpharetta, GA
  Mclean, VA
• 2016-07-21 → 2017-03-10
  Mml Investors Services, Llc
  Atlanta, GA

Other Businesses

STUDENT LOAN PLANNER not investment-related private residence in Canton, GA student loan repayment consulting Student Loan Consultant 11/1/2019 45 hours per month 45 hours during trading student loan consulting MEAGAN LANDRESS investment-related private residence in Canton, GA insurance sales Licensed Insurance Agent 06/25/2014 0 hours per month 0 hours during trading not actively selling

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-10
• S63 Uniform Securities Agent State Law Examination
  2015-04-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Meagan Rae Landress