Megan Diane Gegen

Employer firm

Waterloo Capital CRD 133705

$2.26B regulatory AUM

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2022-12-19

Other Names

• Megan Diane Luttmer
• Megan Gegen