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Inactive

Melissa Jean Dailey

Clearwater Capital Partners

Hoffman Estates, IL

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Current Employers
Clearwater Capital Partners

2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-05
IL RA APPROVED 2021-10-09
  • TX RA
    APPROVED
    Since 2023-09-05
  • IL RA
    APPROVED
    Since 2021-10-09

Branch Locations

2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Overland Park KS 02/2015 07/2020
Scott Penning Kansas City MO 07/2020 10/2020
Andrew Watters Kansas City MO 07/2020 10/2020
Andrew Watters Kansas City MO 10/2020 06/2021
Scott Penning Leawood KS 10/2020 06/2021
Northwestern Mutual Investment Services Llc Kansas City MO 10/2020 06/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2021 06/2021
Clearwater Capital Partners Hoffman Estates IL 09/2021 Present
  • 02/2015 → 07/2020
    Lincoln Financial
    Overland Park, KS
  • 07/2020 → 10/2020
    Scott Penning
    Kansas City, MO
  • 07/2020 → 10/2020
    Andrew Watters
    Kansas City, MO
  • 10/2020 → 06/2021
    Andrew Watters
    Kansas City, MO
  • 10/2020 → 06/2021
    Scott Penning
    Leawood, KS
  • 10/2020 → 06/2021
    Northwestern Mutual Investment Services Llc
    Kansas City, MO
  • 03/2021 → 06/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2021 → Present
    Clearwater Capital Partners
    Hoffman Estates, IL
Previous Registrations
  • 2011-06-07 → 2012-06-25
    American Century Advisory Services, Inc.
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-09
S66 Uniform Combined State Law Examination 2011-06-06
S63 Uniform Securities Agent State Law Examination 2000-03-06
  • S65 Uniform Investment Adviser Law Examination
    2021-10-09
  • S66 Uniform Combined State Law Examination
    2011-06-06
  • S63 Uniform Securities Agent State Law Examination
    2000-03-06
Other Names
  • Melissa Jean Bolerjack
  • Melissa Jean Bolerjack
  • Melissa Jean Bolerjack
  • Melissa Bolerjack
  • Melissa Dailey

View on SEC IAPD

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Other Investors

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MICHAEL DAVID HEATWOLE
Dana Rose Arvanites
Trey Daniel Roach
Peyton R Brousseau
LINETTE MEJIA
STACY J BROMANN
KIMBERLY CHRISTINE VELASCO

Other Offices

THE DALA GROUP, LLC · HOFFMAN ESTATES, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Hoffman Estates, IL
EDWARD JONES · HOFFMAN ESTATES, IL
HIGHPOINT PLANNING PARTNERS · Hoffman Estates, IL
INTEGRITY INVESTMENT MANAGEMENT · HOFFMAN ESTATES, IL
EDWARD JONES · HOFFMAN ESTATES, IL
EAGLE STRATEGIES LLC · HOFFMAN ESTATES, IL
VERMILLION FINANCIAL ADVISORS, INC. · SOUTH BARRINGTON, IL

More in Hoffman Estates, IL

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