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Megan Minton

Advisor at Fidelity

Updated today

Location

Elizabethtown, KY

Credentials

Series 63, Series 66

Industry experience

5 years

About

Megan Minton is a financial advisor with Fidelity Investments in Elizabethtown, KY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Charles Schwab, and service in the United States Air Force and Army. Outside of her advisory work, she is an owner/operator of a British bone china rental business. Minton is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

Elizabethtown, KY

Most active in

Kentucky · Texas

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments

2020 - Present (6 years)

J.P. Morgan Securities LLC

2019 - 2020 (1 year)

JPMorgan Chase Bank, N.A.

2019 - 2020 (1 year)

Unemployed

2019 - 2019 (1 year)

Charles Schwab

2019 - 2019 (1 year)

Unemployed

2019 - 2019 (1 year)

United States Air Force - 501 CSW

2017 - 2019 (2 years)

Albertson's Companies

2017 - 2017 (1 year)

Keesler Federal Credit Union

2017 - 2017 (1 year)

Unemployed

2017 - 2017 (1 year)

World Trade Center Savannah

2016 - 2016 (1 year)

Armstrong State University

2015 - 2016 (1 year)

Susan Lyon

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert L

Series 63

Elizabethtown, KY

Owen LaRue Financial Group

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and bringing 32 years of industry experience. His prior work includes roles at Private Client Services, LLC, Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advising, he is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a combination of mutual funds, ETFs, structured products, bonds, and equities with both fundamental and technical analysis, and conducts due diligence on third-party managers, incorporating AI tools under human oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
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William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Owen LaRue since 2024. Cann also serves as Chief Investment Officer and Commercial Lending Specialist at The Cecilian Bank, where he has been employed since 2009. Outside of finance, he participates in stewardship activities for the Lincoln Association of Baptists. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a mix of mutual funds, ETFs, structured products, bonds, and equities, applying fundamental and technical analysis with periodic rebalancing to meet client objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
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James O

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Private Advisor Group, LLC and LPL Financial LLC. Outside of his advisory role, Owen serves as Chair and Board Member of the Hardin County Chamber of Commerce Public Policy Committee and is involved in a direct primary care medical office as a member. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, employing both fundamental and technical analysis along with due diligence on third-party managers and use of AI-supported research with human oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
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Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with eight years of industry experience, currently serving at LFG Wealth Partners, LLC. His prior roles include positions at AE Wealth Management, Facet Wealth, Robert W. Baird & Co., and Hilliard Lyons. He is also involved in insurance sales and services through Legato Insurance Group, Inc. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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Troy T

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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Justin J

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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