Megan Watterson has been an investment adviser representative at Ironwood Wealth Management since March 2024, and is not listed among the firm’s executive officers or direct owners. Megan Watterson holds a Bachelor's degree from Marshall University.
Ironwood Wealth Management, Inc. is a Hurricane, WV firm with $233M under management, 276 clients and 3 advisers in one office, as of its March 2026 filing.
Megan K. Watterson is Client Relationship Manager of Ironwood Wealth Management. She supports clients and advisors by assisting with account maintenance and preparing paperwork. She also coordinates client events, prepares client communications, maintains the marketing calendar, and schedules meetings.
- – present · 2 yearsHurricane, WV · Adviser representative · Firm CRD 128699
Professional designations
Listed by Ironwood Wealth Management
- Wealth Management Specialist℠ (WMS®)
- Accredited Asset Management Specialist℠ (AAMS®)
Investment adviser representative registrations
Megan Watterson is registered as an investment adviser representative in 2 states. The first approvals date from March 2024; the most recent is Texas, in October 2025.
- TexasSince 10 October 2025
- West VirginiaSince 25 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Megan Kay Watterson
- CRD
- 7839077
- Firm
- Ironwood Wealth Management · CRD 128699
- Office
- 18 CHASE DRIVE, CHASE PARK, Hurricane, WV 25526
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ironwood-wealth.com
Where does Megan Watterson work?
Megan Watterson is an investment adviser representative registered through Ironwood Wealth Management, Inc. since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Megan Watterson a financial advisor?
Yes. Megan Watterson has a current investment-adviser registration in Texas and West Virginia, through Ironwood Wealth Management since March 2024.
How many years of experience does Megan Watterson have?
Megan Watterson has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Megan Watterson passed?
Megan Watterson passed the Series 65 in March 2024.
Where is Megan Watterson based?
Megan Watterson’s registered office is in Hurricane, WV.
Is Megan Watterson registered with FINRA?
No. Megan Watterson has no current broker registration.
How can I verify Megan Watterson’s record?
Search CRD 7839077 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Watterson’s full registration record.
