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
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
Associate Wealth Management Advisor
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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