Ann Megan
NBT Capital Management · Milwaukee, Wisconsin
Ann Megan is a fee-only financial advisor at NBT Capital Management in Milwaukee, Wisconsin, who holds the CFP credential. NBT Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | NBT Capital Management |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.61B across 1,308 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 5532696 |
| Exams passed | Series 63 (2008) · Series 65 (2015) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.clevelandhauswirth.com |
| Profile |
How Ann's firm compares
- NBT Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,308 accounts).
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Questions about Ann
Is Ann Megan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ann holds no broker registration, and NBT Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ann charge for financial advice?
Ann's firm, NBT Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ann Megan based?
Ann Megan is based in Milwaukee, Wisconsin.
What credentials does Ann Megan hold?
Ann Megan holds the CFP credential.
Is Ann Megan registered with the SEC?
Yes. Ann Megan is registered as an investment adviser representative in WI (CRD 5532696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NBT Capital Management manage?
NBT Capital Management reports $1.61B across 1,308 accounts in assets under management.
How do I contact Ann Megan?
Through Ann's website, www.clevelandhauswirth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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