Member/investment Research Analyst · Pflug Koory, LLC
Megan M Koory
CRD 7700288 · Named on Form ADV at one SEC-registered adviser
At a glance
Pflug Koory, LLC, an SEC-registered wealth manager based in Omaha, NE with $347 million in regulatory assets, lists Megan M Koory on its Form ADV as Member/investment Research Analyst.
Firms and roles
- Pflug Koory, LLCMember/investment Research AnalystWealth manager · Omaha, NE · $347M in regulatory assets
AtlasMembers
Megan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas F. PflugMember Manager & Chief Compliance Officer, Pflug Koory, LLC
- Karen M. SulenticMember/client Services Manager, Pflug Koory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.