Meghan Bohlke
CFP®
Financial Advisor
Meghan Bohlke is a Client Relations Manager 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 resides in Maple Grove with her husband.
Get to know Meghan
Meghan and her husband enjoy playing pickleball with their family and friends. They also love exploring beaches and national parks across the country.