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Meghan Heather Lape

First Affirmative Financial Network LLC

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About Meghan Heather Lape

Meghan Lape is a financial advisor registered with the state of Colorado and affiliated with First Affirmative Financial Network LLC. Meghan holds the CERTIFIED FINANCIAL PLANNER™ designation. Meghan has previous work experience at Zeiders Enterprises Inc, Conscious Impact Financial Planning LLC, and JPS Global Investments. Meghan's firm specializes in financial planning, portfolio management, and educational seminars.

Firm Information

Meghan Lape is currently registered with First Affirmative Financial Network LLC. First Affirmative Financial Network LLC is an independent, employee-owned financial advisory firm headquartered in Colorado Springs, Colorado. The firm provides financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, families, foundations, charities, and businesses. The firm has been in business since 1998 and manages over $563 million in assets.
First Affirmative Financial Network LLC

5475 MARK DABLING BOULEVARD

COLORADO SPRINGS, CO 80918

$563.84M

Assets Under Management

10

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Meghan Lape’s Registration & Firm History

CO

09/03/2024 - Present

First Affirmative Financial Network LLC (Colorado Sprins CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meghan Heather Lape.
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