Megan Elizabeth Ramshaw
Investment Adviser Representative at Mokan Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Megan Elizabeth Ramshaw is an investment adviser representative with Mokan Wealth Management in Overland Park, KS, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Mariner Wealth. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Kansas, Missouri, and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas, Missouri, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mariner Wealth AdvisorsJan 2022 – Sep 2022Overland Park, KS
- Mariner Wealth AdvisorsSep 2022 – Mar 2025Overland Park, KS
- Kansas State PFPAug 2021 – Jan 2022Manhattan, KS
- VanguardMay 2021 – Aug 2021Scottsdale, AZ
- Kansas State AthleticsAug 2020 – May 2021Manhattan, KS
- CGN AdvisorsFeb 2020 – Aug 2020Manhattan, KS
- Manhattan Parks & RecMay 2016 – Aug 2020Manhattan, KS
- MOKAN Wealth ManagementMar 2025 – no end date reportedOverland Park, KS
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mokan Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Tax-first retirement planning through the Retire Ready Roadmap™, including the Rothification Method™ tax strategy, retirement income planning, Social Security timing, Roth conversions, investment strategy, healthcare planning, and legacy planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Overland Park, KS
- SEC file number:
- 801-130379
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Mokan Wealth Management
1 other advisor in the directory
View Mokan Wealth Management firm profileSimilar advisors in Overland Park, KS
Other advisors whose filed branch office is in the same city.
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 Elizabeth Ramshaw 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.
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