AdFi
MA

Megan Ashley Kellerman

Investment Adviser Representative at PEAKLINE PARTNERS, LLC

Glencoe, ILCRD #5813562Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Megan Ashley Kellerman has worked in the securities industry since 2011. They are registered to provide investment advisory services in Illinois.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Illinois
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/18/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/18/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Peakline Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PEAKLINE PARTNERS, LLCCurrent
5/6/2025Glencoe, IL
CRESSET ASSET MANAGEMENT, LLC
1/3/20222/5/2025Chicago, IL
CRESSET PARTNERS LLC
12/8/202012/14/2021Chicago, IL
WILLIAM BLAIR & COMPANY L.L.C.
10/19/20103/20/2015Chicago, IL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Megan Ashley Kellerman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Megan Ashley Kellerman - Financial Advisor in Glencoe, IL | AdvisorFinder