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Megan Diane Gegen

Waterloo Capital

Austin, TX

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Current Employers
Waterloo Capital

2801 Via Fortuna Suite 250, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-19
  • TX RA
    APPROVED
    Since 2022-12-19

Branch Locations

2801 Via Fortuna Suite 250, Austin, TX 78746 • 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
Waterloo Capital Austin TX 07/2022 Present
Apollonia Management Group Dallas TX 11/2018 07/2022
Texas Rangers Baseball Club Arlington TX 03/2018 11/2018
Texas A&M Univeristy College Station TX 08/2013 12/2017
Muse Consultants Dallas TX 02/2022 07/2022
  • 07/2022 → Present
    Waterloo Capital
    Austin, TX
  • 11/2018 → 07/2022
    Apollonia Management Group
    Dallas, TX
  • 03/2018 → 11/2018
    Texas Rangers Baseball Club
    Arlington, TX
  • 08/2013 → 12/2017
    Texas A&M Univeristy
    College Station, TX
  • 02/2022 → 07/2022
    Muse Consultants
    Dallas, TX
Other Businesses

AMG WEALTH ADVISORS AUSTIN TX CLIENT SERVICE ASSOCIATE DBA FOR ADVISORY BUSINESS SINCE 07/2022

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-19
  • S65 Uniform Investment Adviser Law Examination
    2022-12-19
Other Names
  • Megan Diane Luttmer
  • Megan Gegen

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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