Melinda Anciso Kaiser

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2001 → 07/2025
  Next Financial Group, Inc.
  Houston, TX
• 07/2025 → Present
  Lpl Financial Llc
  Austin, TX

Previous Registrations

• 2008-07-10 → 2025-07-10
  Next Financial Group, Inc.
  Austin, TX

Other Businesses

1. July 2025- JoeandMel,LLC- Real Estate Rental- INV Related- At Angel Fire, NM / Johnson City, TX- Start date December 2015- 5 Hours Per Month 2. July 2025- Gemini Investments & Insurance Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date January 2 thousand and ten 3. July 2025- Gemini Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date May 2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-08
• S63 Uniform Securities Agent State Law Examination
  1999-10-27

Other Names

• Melinda Anciso
• Melinda Anciso Blake
• Melinda Anciso-Blake