Megan Christine Walker

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 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

• 03/2023 → 04/2024
  Wells Fargo Clearing Services, Llc
  Omaha, NE
• 06/2015 → 04/2024
  Wells Fargo Bank, Na
  Sioux Falls, SD
• 05/2024 → Present
  Principal Life Insurance
  Des Moines, IA
• 07/2024 → Present
  Principal Securities
  Elkhorn, NE

Previous Registrations

• 2023-09-28 → 2024-04-18
  Wells Fargo Clearing Services, Llc
  Omaha, NE
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-22
• S63 Uniform Securities Agent State Law Examination
  2023-07-28

Other Names

• Megan Meyer
• Megan Christine Meyer