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Megan Kay Watterson

Ironwood Wealth Management, Inc.

Hurricane, WV

CRD 7839077

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Employer firm

Ironwood Wealth Management, Inc. CRD 128699

$233M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Ironwood Wealth Management, Inc.

18 Chase Drive Chase Park, Hurricane, WV 25526 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-10
WV RA APPROVED 2024-03-25
  • TX RA
    APPROVED
    Since 2025-10-10
  • WV RA
    APPROVED
    Since 2024-03-25

Branch Locations

18 Chase Drive Chase Park, Hurricane, WV 25526 • 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
Ironwood Wealth Management Hurricane WV 11/2019 Present
Extended Travel Perth 08/2017 11/2019
Kanawha County Courthouse Charleston WV 09/2016 08/2017
Ohio Valley Bank Milton WV 05/2016 09/2016
  • 11/2019 → Present
    Ironwood Wealth Management
    Hurricane, WV
  • 08/2017 → 11/2019
    Extended Travel
    Perth
  • 09/2016 → 08/2017
    Kanawha County Courthouse
    Charleston, WV
  • 05/2016 → 09/2016
    Ohio Valley Bank
    Milton, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-18
  • S65 Uniform Investment Adviser Law Examination
    2024-03-18
Other Names
  • Megan Kay Wallace
  • Megan Kay Doss

View on SEC IAPD

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Nearby Investors

JOHN E ARTHUR
Whitney Prescott Stricklin
Christopher W Childress

Nearby Offices

JA INVESTMENT MANAGEMENT, LLC · HURRICANE, WV
MONEY CONCEPTS CAPITAL CORP · Scott Depot, WV
J.P. MORGAN SECURITIES LLC · SCOTT DEPOT, WV

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