Meghan Olivia Bohlke
Investment Adviser Representative at Fpnavigators
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Meghan Olivia Bohlke is an investment adviser representative with Fpnavigators in Maple Grove, MN, where they have been registered since 2024. They have worked in the securities industry since 2021 and have been registered with 3 firms, including LPL Financial LLC and Northwestern Mutual Investment Services, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Minnesota and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota, 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.
- Julie HetlandJun 2019 – Oct 2019Minneapolis, MN
- Bethel UniversityAug 2015 – May 2019St Paul, MN
- Northwestern Mutual Investment Services LLCOct 2019 – Mar 2020Minneapolis, MN
- UnemployedJan 2008 – Jun 2019Minneapolis, MN
- Julie HetlandOct 2019 – Jun 2022Minneapolis, MN
- Northwestern Mutual Investment Services LLCOct 2020 – Jun 2022Minneapolis, MN
- LPL Financial LLCJun 2022 – Sep 2024Tampa, FL
- Financial Planning NavigatorsSep 2024 – no end date reportedMaple Grove, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fpnavigators
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
Personal and business financial planning, retirement transition planning, tax considerations, estate strategies using charitable avenues, and ongoing financial guidance.
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:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Maple Grove, MN
- SEC file number:
- 801-131251
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 27, 2026
View full firm profileOther advisors at Fpnavigators
4 other advisors in the directory
Similar advisors in Maple Grove, MN
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. Meghan Olivia Bohlke 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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