Megent Financial
Megent Financial is an independent retirement and investment services firm headquartered in the greater Chicago area with industry roots dating to 1918. Our approach is unique in our craft, as our financial planning solutions are designed to help meet the unique needs of the Working Men and Women of Organized Labor™. As a fully independent firm, we are impartial, meaning we make recommendations that reflect our deep understanding of the benefits and financial considerations associated with union membership. Our financial planning solutions are exclusively built for you™. Securities and Advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
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Verified contacts
14
available on Kipplo
LinkedIn employees
17
51 to 200 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
84
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- DL
Dan Lekki
Investment Executive · Finance & Accounting
EmailPhone - DK
Douglas Klimah
Investment Executive · Finance & Accounting
EmailPhone - TW
Tim Winters
Investment Executive · Finance & Accounting
EmailPhone - TH
Timothy Holubik
Investment Executive · Finance & Accounting
EmailPhone - ED
Emerson Dell
Investment Executive · Finance & Accounting
EmailPhone - NC
Nick Corcoran
Investment Executive · Finance & Accounting
EmailPhone - FC
Finnbarr Connors
Licensed Assistant · Finance & Accounting
EmailPhone - MH
Michael Hook
Client Services Associate · Customer/Client Service
EmailPhone - DM
David Mallett
Chief Operating Officer · General Business & Management
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Megent Financial
5 distinct titles indexed · top 5 shown.
- 7investment executive
- 2client services associate
- 1chief operating officer
- 1licensed assistant
- 1osj branch manager
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