Unclaimed
Meagan Carnahan Ranbarger is an Investment Advisor Representative at The Colony Group, LLC, a firm that provides financial planning, investment management, and other wealth management services to individuals and families. Meagan is licensed in Illinois and Missouri. She has a Series 65 license and is currently registered with The Colony Group, LLC. The Colony Group, LLC has a large number of clients with over $21.4 billion in assets under management. The firm works with individuals, high-net-worth individuals, families, charitable organizations, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MO
07/01/2024 - Present
THE Colony Group, LLC (ST. LOUIS MO)
IA
Issued 01/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Meagan Ranbarger is the right advisor for you? Invested Better is here to help.