Megan Kelly

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2018 → 07/2023
  Amj Financial Wealth Management, Llc
  Leesburg, VA
• 06/2017 → 08/2017
  Carroll Financial Associates, Inc.
  Charlotte, NC
• 09/2016 → 05/2017
  Full Time Student
  Blacksburg, VA
• 09/2017 → 05/2018
  Full Time Student
  Blacksburg, VA
• 07/2023 → Present
  Creative Planning, Llc
  Mclean, VA

Previous Registrations

• 2021-07-27 → 2023-07-24
  Amj Financial Wealth Management Llc
  Leesburg, VA

Designations

• Certified Financial Planner

Other Names

• Megan Hill
• Megan Terri Hill
• Megan Terri Hill