Tracy Lane Melder

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 06/2005 → Present
  Melder Reitz & Associates
  College Station, TX
• 08/2014 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2009-01-23 → 2014-08-05
  Securities America Advisors, Inc.
  College Station, TX
• 2005-02-08 → 2009-01-23
  Brecek & Young Advisors, Inc.
  College Station, TX
  Folsom, CA
  Bryan, TX
• 2003-04-04 → 2005-02-07
  Legend Advisory, Llc
  College Station, TX
• 2001-06-26 → 2003-01-14
  Concourse Financial Group Securities, Inc.
  College Station, TX

Other Businesses

MELDER FINANCIAL SERVICES, INC. POSITION: CEO NATURE: PERSONAL CORPORATION FOR TAX PLANNING PURPOSES. INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 05/05/2008 ADDRESS: P.O. BOX 10190, COLLEGE STATION TX 77842 DESCRIPTION: CEO, FILE TAX REPORTS AND ACCOUNTING. TIGER CLUB PRESIDENT POSITION: President NATURE: Athletic booster club for A&M Consolidated High School, 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/04/2018 ADDRESS: P.O. Box 9254, College Station TX 77842, United States DESCRIPTION: directing monthly meetings, planning for fundraisers and supporting the athletic programs for A&M Consolidated High School. INSURANCE & FIXED ANNUITIES POSITION: Agent NATURE: Assisting clients with life insurance and fixed annuity product selection and placement when there is a need. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/1997 ADDRESS: 5008 Harbour Town Ct, College Station TX 77845, United States DESCRIPTION: I will assist clients with life insurance where needed and indicated in the financial planning process or if they ask for my help.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-04
• S63 Uniform Securities Agent State Law Examination
  1996-06-19

Designations

• Certified Financial Planner