Megan Bonikowske

Personalized Financial Planning | Investment Management | Protection Solutions

Role
Associate Wealth Management Advisor at Northwestern Mutual
Location
Appleton, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Megan Bonikowske

With a strong dedication to helping individuals and families achieve their financial goals, I serve as an Associate Wealth Management Advisor at Sierra Wealth | Northwestern Mutual. Our practice is built on fostering long-term relationships and delivering personalized financial solutions that span across generations.Financial planning doesn\'t have to be complex. We strive to make the process as seamless and straightforward as possible, offering easy-to-understand strategies tailored to each unique situation. Whether you\'re planning for retirement, managing investments, or seeking income protection, myself and my team is here to guide you every step of the way.Feel free to reach out to discuss how we can work together to achieve your financial goals.Email: m••••••••@nm.comWebsite: sierrawealth.nm.com

Experience

  1. Associate Wealth Management Advisor

    Northwestern Mutual

    Aug 2023 — Present · SL

Education

  • University of Wisconsin-Green Bay

    Master's degree, Business Management

    2020 — 2021

  • College for Financial Planning

    CFP® Certification Professional Education Program

  • University of Minnesota

    Bachelor of Arts - BA, Psychology

    2017 — 2018

  • Hortonville High School

    High School Diploma

    2013 — 2017

  • University of Wisconsin-Milwaukee

    Bachelor of Arts - BA, Psychology

    2018 — 2020

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