Melissa Jean Dailey

Employer firm

Clearwater Capital Partners CRD 139886

$1.68B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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