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MEGAN ALISSA SHUPE
MEGAN ALISSA RODER, MEGAN RODER
CRD#: 6368330
IA
Investment Adviser
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Broker
STEWARD PARTNERS INVESTMENT ADVISORY, LLCCRD#: 283004 1017 W Glen Oaks Lane
Suite 150
Mequon, WI 53092
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCCRD#: 1254 1017 W. Glen Oaks Lane, Suite 150
Mequon, WI 53092
Registration History
2014201520162017201820192020202120222023202420252026IASTEWARD PARTNERS INVESTMENT AD... (CRD# 283004)2023 - Present (1 year)BSTEWARD PARTNERS INVESTMENT SO... (CRD# 1254)2022 - Present (2 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2021 - 2022 (<1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2019 - 2021 (2 years)BMWA FINANCIAL SERVICES INC. (CRD# 112630)2014 - 2019 (4 years)
License(s)

State Registrations

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Oklahoma 8/31/2023

IA
Wisconsin 5/5/2023

B
Wisconsin 5/27/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC (CRD#:283004)
1017 W Glen Oaks Lane Suite 150, Mequon, WI 53092
Registered with this firm since 5/5/2023

B
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (CRD#:1254)
1017 W. Glen Oaks Lane, Suite 150, Mequon, WI 53092
Registered with this firm since 5/27/2022

Previous Registration(s)
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09/28/2021 - 05/27/2022 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) Mequon, WI
B
08/19/2019 - 09/30/2021 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) MEQUON, WI
B
07/24/2014 - 06/13/2019 MWA FINANCIAL SERVICES INC. (CRD#:112630) MILWAUKEE, WI
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.