Margaret Lea Myers

Current Employers

Employment History

• 09/2014 → 04/2017
  Goldman Sachs & Co.
  Chicago, IL
• 04/2017 → 08/2021
  Bridge Financial Technology
  Chicago, IL
• 09/2020 → Present
  Kestra Investment Services, Llc
  Burr Ridge, IL
• 09/2020 → Present
  Kestra Advisory Services, Llc
  Burr Ridge, IL

Other Businesses

Name: BLUELAKE WEALTH ADVISORS POSITION: Junior Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2020 ADDRESS: 745 McClintock Drive Suite 120, Burr Ridge IL 60527 DESCRIPTION: I will be working as a junior advisor supporting Dan Swanson's current clients and assisting with marketing efforts. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/08/2020 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Investment Advisory services. Name: BLUELAKE WEALTH ADVISORS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2020 ADDRESS: 745 McClintock Drive Suite 120, Burr Ridge IL 60527, United States DESCRIPTION: Financial planning, investment management, and insurance.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-24
• S63 Uniform Securities Agent State Law Examination
  2016-10-01

Other Names

• Margaret Lea Swanson
• Margaret Swanson
• Margaret Lea Myers