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Megan Marie Nadeau

Tailwinds Wealth, LLC

Vadnais Heights, MN

CRD 6781886

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Employer firm

Tailwinds Wealth, LLC CRD 322924

$193M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tailwinds Wealth, Llc

3640 Talmage Circle St 100, Vadnais Heights, MN 55110 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-09-30
  • MN RA
    APPROVED
    Since 2022-09-30

Branch Locations

3640 Talmage Circle St 100, Vadnais Heights, MN 55110 • 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
Great Waters Financial Advisor MN 03/2017 04/2022
Advisornet Wealth Management Minneapolis MN 03/2017 04/2022
Unemployed Brooklyn Park MN 06/2016 03/2017
Great Waters Wealth Management Vadnais Heights MN 04/2022 08/2022
Tailwinds Wealth, Llc. Vadnais Heights MN 08/2022 Present
Tailwinds Wealth, Llc. Vadnais Heights MN 08/2022 Present
  • 03/2017 → 04/2022
    Advisor, MN
  • 03/2017 → 04/2022
    Advisornet Wealth Management
    Minneapolis, MN
  • 06/2016 → 03/2017
    Unemployed
    Brooklyn Park, MN
  • 04/2022 → 08/2022
    Great Waters Wealth Management
    Vadnais Heights, MN
  • 08/2022 → Present
    Vadnais Heights, MN
  • 08/2022 → Present
    Vadnais Heights, MN
Previous Registrations
Other Businesses

1. Insurance, New Hope, MN, noninvestment related, insurance sales, agent, 3/17 to present, 80 hours/month and 80 hours/month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-20
  • S65 Uniform Investment Adviser Law Examination
    2017-01-20
Other Names
  • Megan Marie Bona
  • Megan M Bona

View on SEC IAPD

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