Meghan Bohlke

CFP^®
Financial Advisor

Meghan Bohlke is a Financial Advisor and CERTIFIED FINANCIAL PLANNER^™ practitioner.

Meghan joined our team after graduating from Bethel University with a degree in business in 2019. She has been developing into a junior advisor role and works with a variety of clients to carry out all aspects of their financial plans.

In addition to the CFP^® certification, Meghan holds her Minnesota Life, Accident and Health insurance license as well as Series 7 and Series 63 investment examinations.

Meghan grew up in the Twin Cities and now resides with her husband in Maple Grove. They are expecting their first baby Q1-2025.

Get to know Meghan

Meghan and her husband love exploring beaches and national parks across the country. They also enjoy playing pickleball with their family and friends. Meghan

Questions & Answers

Credentials

CFP® certification is the standard of excellence for the financial planning profession. All CFP® professionals commit to CFP Board that they will comply with CFP Board’s Code of Ethics and Standards of Conduct. This helps give clients confidence they’re partnering with a financial advisor who will put them on the path to a secure future. CFP® Certification: The Standard of Excellence in Financial Planning | CFP Board

Favorite national park

Acadia National Park

Favorite outdoor activities

Hiking through a U.S. National Park or relaxing on a beach in the sun

Meghan Bohlke

Meghan Bohlke

CFP® Financial Advisor

Get to know Meghan

Questions & Answers

Credentials

Favorite national park

Favorite outdoor activities

CFP^®
Financial Advisor