Meghan Bohlke

CFP^®
Financial Advisor

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

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.

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. They recently welcomed their son into their family and are excited to travel with him as well.

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