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Inactive

Melissa Kemper Beach

Creative Planning

Alpharetta, GA

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-07
  • GA RA
    APPROVED
    Since 2025-04-07

Branch Locations

3480 Preston Ridge Rd., Suite 390, Alpharetta, GA 30005 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Modera Wealth Management, Llc Atlanta GA 01/2014 07/2018
Redwood Wealth Management, Llc Alpharetta GA 08/2018 12/2021
Wipfli Financial Advisors, Llc Alpharetta GA 01/2022 09/2022
Wiser Wealth Management, Inc. Marietta GA 10/2022 03/2025
Creative Planning, Llc Atlanta GA 03/2025 Present
  • 01/2014 → 07/2018
    Modera Wealth Management, Llc
    Atlanta, GA
  • 08/2018 → 12/2021
    Redwood Wealth Management, Llc
    Alpharetta, GA
  • 01/2022 → 09/2022
    Wipfli Financial Advisors, Llc
    Alpharetta, GA
  • 10/2022 → 03/2025
    Wiser Wealth Management, Inc.
    Marietta, GA
  • 03/2025 → Present
    Creative Planning, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-06-06
S63 Uniform Securities Agent State Law Examination 2002-08-21
  • S65 Uniform Investment Adviser Law Examination
    2003-06-06
  • S63 Uniform Securities Agent State Law Examination
    2002-08-21
Designations
Other Names
  • Melissa Kirstin Kemper

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

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