Meagan Moe Niese

Employer firm

Teamwork Financial Advisors, LLC CRD 165237

$1.01B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2016 → 09/2016
  Teamwork Financial Group
  San Antonio, TX
• 05/2017 → 06/2017
  Lee Financial Corporation
  Dallas, TX
• 06/2017 → 08/2017
  Charles Schwab
  Phoenix, AZ
• 08/2017 → 01/2018
  Texas Tech University
  Lubbock, TX
• 01/2018 → 01/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2018 → 01/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2022 → Present
  Teamwork Financial Advisors
  San Antonio, TX
• 02/2012 → 05/2017
  Student
  Dallas, TX

Previous Registrations

• 2018-08-28 → 2022-02-17
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-07-31

Designations

• Certified Financial Planner

Other Names

• Meagan A Moe
• Meagan Moe
• Meagan Ashley Moe