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Members 360 Investments

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.

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Retirement readiness

Save and plan for retirement.

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Life planning

Prepare for college or major life events.

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Lifetime income

Develop lifetime income strategies.

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Tax efficiency

Minimize tax impacts.

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Independent living

Maintain independence with long-term care insurance.

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Investment confidence

Build confidence in investment decisions.

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Wealth preservation

Preserve wealth and create a legacy.

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Purposeful giving

Support charitable giving.

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Setting goals

Setting clear financial goals.

Meet your friend in financial guidance 

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.

Meghan Green - Financial Advisor - Members 360 Investements

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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