Melanie Renee Weischwill

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

• 07/1998 → 10/2016
  Prosperity Bank
  Victoria, TX
• 07/1998 → 09/2023
  Cetera Investment Services Llc
  St.CLoud, MN
• 01/2014 → 09/2023
  Cetera Investment Advisers Llc
  Victoria, TX
• 09/2023 → Present
  Lpl Financial Llc
  Victoria, TX

Previous Registrations

• 2014-01-21 → 2023-09-06
  Cetera Investment Advisers Llc
  Victoria, TX
  Victoria, TX
• 1998-07-23 → 2014-01-21
  Cetera Investment Services Llc
  Corpus Christi, TX
  Victoria, TX
  Victoria, TX
  Victoria, TX
  Port Lavaca, TX
  Taft, TX
  Victoria, TX
  Edna, TX
  Hearne, TX
  College Station, TX
  New Waverly, TX
  Huntsville, TX
  The Woodlands, TX
  Bryan, TX
  Victoria, TX
  Corpus Christi, TX
  Rockport, TX
  Victoria, TX
  New Braunfels, TX
  Victoria, TX

Other Businesses

1) 9/6/2023- SOUTH STAR WEALTH MGMT LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) 2) 9/9/2023- Richard and Melanie Weischwill -Real Estate Rental - property co-owner - Inv. Related- various locations - start date 4/15/2011- 0hrs 3) 11/15/2023 - Fidelity and Guarantee Annuities - Inv Related - At Reported Business location(s) - Non-Variable Insurance - Start Date: 9/9/2023 - 2 Hrs/Mo During Trading 4) 02/05/2024 - VIP Insurance Agency - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/23/2024 - 2 Hours Per Month/ During Trading 5) 06/14/2024 - National Financial Alliance LLC - Inv Related - At Reported Business Location(s) - Insurance Agency - Started: 6/3/2024 - 4 Hrs/Mo; 1 Hr During Trading. 6) 09/24/2025- Equicast LLC DBA Greek Chicks Apparel- Business Entity For Tax/Investment Purposes Only- 6 Hours Per Month

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-28

Other Names

• Melanie Hickey
• Melanie Thompson
• Melanie Renee Thompson