Your trusted path to a more confident financial future
Build your long-term financial goals through personalized guidance and a full suite of investment and insurance solutions.
Supporting your goals
Members 360 Investments can support your goals at every stage of life.
Retirement readiness
Save and plan for retirement.
Life planning
Prepare for college or major life events.
Lifetime income
Develop lifetime income strategies.
Tax efficiency
Minimize tax impacts.
Independent living
Maintain independence with long-term care insurance.
Investment confidence
Build confidence in investment decisions.
Wealth preservation
Preserve wealth and create a legacy.
Purposeful giving
Support charitable giving.
Setting goals
Setting clear financial goals.
Meet your friend in financial guidanceÂ
Members 360 Investments financial professional, Meghan Green, is here to get to know you and help you explore your options, understand your choices, and take meaningful steps toward financial success.
With over a decade of experience in the financial services industry, Meghan specializes in retirement planning and distribution, estate planning, portfolio review, wealth management, insurance, and investment advising. She offers clients thoughtful, personalized strategies to help them achieve long-term financial success.
Megan’s approach is rooted in trust, transparency, and a deep understanding of each client’s unique goals. With a BA in Psychology and an MBA from St. Catherine’s University, her blend of analytical skills and people-centered insight helps clients work toward financial independence. Megan holds Series 7, 63, and 65 registrations, with a focus on comprehensive financial advising.
Outside of work, she enjoys spending time with family, friends, and her dogs. She finds the most joy in activities that bring people together and celebrate life’s simple pleasures.
Financial Advisor 
#6431431
Licensed Insurance Producer
MN: #40411472  |  WI: #17451160
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Get started today
Connect with Meghan and discover how Members 360 Investments can help you build a solid financial future.
Phone: (218) 625-5042
Email: meghan.green@membersccu.com
Disclosures
Members 360 Investments is a marketing name of Cetera Investment Services LLC. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.
Investments are:
• Not FDIC/NCUA Insured • May Lose Value • Not Financial Institution Guaranteed • Not a Deposit • Not Insured by Any Federal Government Agency
Registered address: 605 W. Central Entrance, Duluth, MN 55811
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