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RIA / WealthAdvisorCertified Financial Planner11 years in industry

MEGAN MARGARETE RICHARDSON

Advisor at EVERGREEN CAPITAL MANAGEMENT LLC

BELLEVUE, WA | Lake Oswego, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e55b327-1062-4743-856e-07219b4ac5ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 10, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERGREEN CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 9, 2016
First registration: May 10, 2016
Dual registered: no
IAPD individual key: 6339729

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERGREEN CAPITAL MANAGEMENT LLC	Independent wealth	Jul 5, 2024	n/a	yes	Lake Oswego, OR\|BELLEVUE, WA	Current employment
ALLIUM FINANCIAL ADVISORS, LLC	Independent wealth	Mar 5, 2024	Jun 17, 2024	no	LAKE OSWEGO, OR	Previous registration
HORST & GRABEN WEALTH MANAGEMENT, LLC	Independent wealth	Jun 29, 2018	Feb 1, 2024	no	PORTLAND, OR	Previous registration
CGC FINANCIAL SERVICES	Independent wealth	Feb 13, 2018	Oct 5, 2018	no	LAKE OSWEGO, OR	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	May 10, 2016	Dec 31, 2016	no	LAKE OSWEGO, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLIUM FINANCIAL ADVISORS, LLC	EVERGREEN CAPITAL MANAGEMENT LLC	Jun 17, 2024	Jul 5, 2024	18	Firm change	RIA to RIA
HORST & GRABEN WEALTH MANAGEMENT, LLC	ALLIUM FINANCIAL ADVISORS, LLC	Feb 1, 2024	Mar 5, 2024	33	Firm change	RIA to RIA
CGC FINANCIAL SERVICES	HORST & GRABEN WEALTH MANAGEMENT, LLC	Oct 5, 2018	Jun 29, 2018	-98	Firm change after gap	RIA to new firm
OSAIC WEALTH, INC.	CGC FINANCIAL SERVICES	Dec 31, 2016	Feb 13, 2018	409	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
155446:297368:OR:2018-10-05	Oct 5, 2018	Jun 29, 2018	LAKE OSWEGO, OR	Firm change after gap

Relationships

Registered with (5)

→ EVERGREEN CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 5, 2024 to presentfactForm ADV
→ ALLIUM FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 5, 2024 to Jun 17, 2024factForm ADV
→ HORST & GRABEN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 29, 2018 to Feb 1, 2024factForm ADV
→ CGC FINANCIAL SERVICESRegistered adviserregistration: previous registration
Feb 13, 2018 to Oct 5, 2018factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
May 10, 2016 to Dec 31, 2016factForm ADV

Dated events

Occurred
Jun 17, 2024
Advisor changed firm
Megan Margarete Richardson left Allium Financial Advisors, Llc for Evergreen Capital Management Llc (registered 2024-07-05)
Form ADVobserved 5 days ago
Occurred
Feb 1, 2024
Advisor changed firm
Megan Margarete Richardson left Horst & Graben Wealth Management, Llc for Allium Financial Advisors, Llc (registered 2024-03-05)
Form ADVobserved 5 days ago