Meghan Mader has held the title Member at TSG Advice Partners since January 2025, is a control person of the firm and directly owns between 10% and 25% of it. Meghan Mader holds a Bachelor's degree in business administration with a concentration in risk management and insurance from Fisher College of Business, The Ohio State University and a Master's degree in financial planning from the College for Financial Planning.
TSG Advice Partners, LLC is a Columbus, OH firm with $867M under management, 1,157 clients and 12 advisers in one office, as of its October 2026 filing.
Meghan Mader is Partner of Asendo Wealth, based in Columbus, Ohio. Mader partners with clients to build personalized strategies to help them achieve their financial goals. She leads the firm's advisory team and mentors the next generation of advisers.
Meghan Mader’s longest registration was 12 years at Ameriprise Financial Services, Inc. (2005–2017). Before joining TSG Advice Partners in 2020, Meghan Mader was registered through Collaborative Financial Partners LLC and Ameriprise Financial Services, Inc.
- Asendo Wealth AdvisoryCurrent– present · 5 yearsColumbus, OH · Adviser representative · Firm CRD 305999
- Collaborative Financial Partners LLC– · 3 yearsColumbus, OH · Adviser representative · Firm CRD 289444
- Ameriprise Financial Services, Inc.– · 12 yearsUrbana, OH · Adviser representative · Firm CRD 6363
- American Express Financial Advisors, Inc.– · under a yearDublin, OH · Adviser representative · Firm CRD 6363
Professional designations
Listed by TSG Advice Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Meghan Mader is registered as an investment adviser representative in Ohio, since November 2020.
- OhioSince 10 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 December 2007 |
| Series 7 | General Securities Representative Examination | 17 January 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Meghan Marie Mader
- CRD
- 4878656
- Firm
- TSG Advice Partners · CRD 305999
- Role
- Member
- Office
- 254 S. GRUBB STREET, Columbus, OH 43215
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- asendowealth.com
Where does Meghan Mader work?
Meghan Mader has held the title Member at TSG Advice Partners, LLC since January 2025, and is a control person of the firm.
Is Meghan Mader a financial advisor?
Yes. Meghan Mader has a current investment-adviser registration in Ohio, through TSG Advice Partners since November 2020.
How many years of experience does Meghan Mader have?
Meghan Mader has 21 years in the financial industry, since January 2005, across 3 adviser firms.
What exams has Meghan Mader passed?
Meghan Mader has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2005. FINRA credited Meghan Mader with the SIE, which began in October 2018.
Where did Meghan Mader work before TSG Advice Partners?
Before TSG Advice Partners, Meghan Mader was registered through Ameriprise Financial Services, Inc., July 2005 to September 2017; American Express Financial Advisors, Inc., May 2005 to July 2005.
Where is Meghan Mader based?
Meghan Mader’s registered office is in Columbus, OH.
Is Meghan Mader registered with FINRA?
No. Meghan Mader has no current broker registration.
Is Meghan Mader a CFP?
TSG Advice Partners lists Meghan Mader with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Meghan Mader, CFP®, RICP®, CRPC®, MSFP biography, asendowealth.com
How can I verify Meghan Mader’s record?
Search CRD 4878656 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Meghan Mader’s full registration record.
