Megan (Lenarz) Merth, Cfp®, Apma®
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Megan (Lenarz) Merth, Cfp®, Apma® Email & Phone Number

VP, Investment Management at North Shore Bank
Location: Duluth, Minnesota, United States 5 work roles 1 school
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Current company
Role
VP, Investment Management
Location
Duluth, Minnesota, United States
Company size

Who is Megan (Lenarz) Merth, Cfp®, Apma®? Overview

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Quick answer

Megan (Lenarz) Merth, Cfp®, Apma® is listed as VP, Investment Management at North Shore Bank, a company with 116 employees, based in Duluth, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Megan (Lenarz) Merth, Cfp®, Apma®.

Megan (Lenarz) Merth, Cfp®, Apma® previously worked as Portfolio Manager at North Shore Bank and Financial Advisor at Ameriprise Financial Services, Llc. Megan (Lenarz) Merth, Cfp®, Apma® holds Bachelor'S Degree, Economics from University Of Minnesota.

Company email context

Email format at North Shore Bank

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North Shore Bank

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Profile bio

About Megan (Lenarz) Merth, Cfp®, Apma®

"The more you know, the less you need." -Aboriginal proverbI am an eager student of financial markets and how they consolidate behavior - up, down, sideways and everywhere in between. Helping clients navigate the timeless instability of those markets profitably is one of my favorite things to do.Away from the office, you can usually find me outside with my wife, kids and pups. We love to hike, bike, camp, road trip, play on the water, and find new places to eat along the way. I also work to keep my athletic abilities up to date by rowing, jogging and playing softball.Sometimes the Midwest weather forces me indoors, so I also find joy in music, cooking, reading, writing and catching a good movie.I look forward to finding our common interests and getting to know each other!

Current workplace

Megan (Lenarz) Merth, Cfp®, Apma®'s current company

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North Shore Bank
North Shore Bank
VP, Investment Management
Duluth, MN, US
Employees
116
AeroLeads page
5 roles

Megan (Lenarz) Merth, Cfp®, Apma® work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current

Duluth, Minnesota, United States

Jun 2023 - Present

Financial Advisor

Bismarck, North Dakota Area

Legacy Financial PartnersA private wealth advisory practice of Ameriprise Financial Services, LLC

May 2019 - Jun 2023

Specialty Shop Manager

Eden Prairie, MN And Reno, NV

Manager for numerous departments, including:Youth Athletic Clothing, Swimwear, Athletic Accessories, Sport & Game

May 2011 - Aug 2015
Team & coworkers

Colleagues at North Shore Bank

Other employees you can reach at banknorthshore.com. View company contacts for 116 employees →

1 education record

Megan (Lenarz) Merth, Cfp®, Apma® education

FAQ

Frequently asked questions about Megan (Lenarz) Merth, Cfp®, Apma®

Quick answers generated from the profile data available on this page.

What company does Megan (Lenarz) Merth, Cfp®, Apma® work for?

Megan (Lenarz) Merth, Cfp®, Apma® works for North Shore Bank.

What is Megan (Lenarz) Merth, Cfp®, Apma®'s role at North Shore Bank?

Megan (Lenarz) Merth, Cfp®, Apma® is listed as VP, Investment Management at North Shore Bank.

Where is Megan (Lenarz) Merth, Cfp®, Apma® based?

Megan (Lenarz) Merth, Cfp®, Apma® is based in Duluth, Minnesota, United States while working with North Shore Bank.

What companies has Megan (Lenarz) Merth, Cfp®, Apma® worked for?

Megan (Lenarz) Merth, Cfp®, Apma® has worked for North Shore Bank, Ameriprise Financial Services, Llc, Wells Fargo Advisors, and Scheels.

Who are Megan (Lenarz) Merth, Cfp®, Apma®'s colleagues at North Shore Bank?

Megan (Lenarz) Merth, Cfp®, Apma®'s colleagues at North Shore Bank include Koral Knaak, Florence Paumen, Amber Hutchins, Joe Johnson Iv, and Jena Hart.

How can I contact Megan (Lenarz) Merth, Cfp®, Apma®?

You can use AeroLeads to view verified contact signals for Megan (Lenarz) Merth, Cfp®, Apma® at North Shore Bank, including work email, phone, and LinkedIn data when available.

What schools did Megan (Lenarz) Merth, Cfp®, Apma® attend?

Megan (Lenarz) Merth, Cfp®, Apma® holds Bachelor'S Degree, Economics from University Of Minnesota.

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