Megan Patricia Angle

Current Employers

Employment History

• 06/2008 → Present
  Porte Brown Llc
  Elk Grove Village, IL
• 05/2023 → 09/2025
  Avantax Investment Services Inc.
  Elk Grove Village, IL
• 05/2023 → 09/2025
  Avantax Advisory Services
  Elk Grove Village, IL
• 01/2025 → Present
  Porte Brown Wealth Management
  Elk Grove Village, IL
• 03/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-03 → 2025-09-05
  Avantax Advisory Services
  Elk Grove Village, IL

Other Businesses

1) PORTE BROWN LLC POSITION: Partner NATURE: this entity provides tax planning, tax preparation, tax consulting, audit, and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2008 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: Manage and oversee client accountsReview assurance service workpapers for compliance within Generally accepted auditing standards and statements on standards for accounting and review services per the AICPASign as partner on audit engagementsReview and sign tax returns including 1120, 1120S, 1065, 1040, and 990s 2) ILLINOIS CPA SOCIETY POSITION: Not For Profit Committee Member NATURE: Monthly/Quarterly Committee meetings to provide guidance and insight on the IL CPA Societies' engagement with Not for profit organizations and the CPAS who service them. Also responsible to contributing to education development and conference planning and scheduling. I also speak at sessions for conferences and workshops in my capacity as a CPA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2012 ADDRESS: 550 W Jackson Suite 900, Chicago IL 60661, United States DESCRIPTION: Participation in committee meetingsPresenting at conferences or workshopsVoting on approval of the minutesThis is the extent of my duties 3) TRI-TOWN YMCA POSITION: Board Chairperson NATURE: Board Chair of local YMCA branch. The board provides fiscal and governance oversight for the organization. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2018 ADDRESS: 136 S Cornell Ave, Villa Park IL 60181, United States DESCRIPTION: General oversight and guidance to the organizationReview of compliance and program documentation and program materialsApproval of annual budgetParticipation in review and compensation determination for CEOApproval of expenditures outside of budget more than $10,000this is the extent of my duties? 4) PORTE BROWN WEALTH MANAGEMENT POSITION: Advisor NATURE: Refer clients to Ron, Abe and Nicky INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2025 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007 DESCRIPTION: Referring Advisor

Exams

• S66 Uniform Combined State Law Examination
  2024-09-03

Other Names

• Megan P Angle
• Megan Angle
• Megan Patricia Stika
• Megan P Stika