Amy Elizabeth Melander

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 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

• 06/2015 → Present
  A.M. Financial
  Aurora (06/2015-08/2018); Denver (08/2018-Present), CO
• 02/2016 → 09/2024
  Wealthsource Partners, Llc
  Aurora; Denver (08/2021-02/2024), CO
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2016-02-19 → 2024-10-26
  Wealthsource®
  Aurora, CO
  Aurora, CO
  San Luis Obispo, CA
  Aurora, CO
  Denver, CO
• 2015-09-16 → 2016-07-15
  A.M. Financial
  Aurora, CO
• 2005-07-08 → 2016-03-04
  Marathon Investment Management, Inc.
  Greenwood Village, CO

Other Businesses

1.) A.M. FINANCIAL; NOT INVESTMENT RELATED; 7887 E. BELLEVIEW AVENUE, SUITE 1100, DENVER, CO 80111; DIVORCE TRANSITION SERVICES; MANAGING MEMBER AND BOOKKEEPER; JUNE 2015 START DATE; 112 HOURS/MONTH DEVOTED; 81 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL DUTIES INCLUDING DIVORCE PLANNING, CLIENT SERVICING, OPERATIONS, ACCOUNTING AND ADMINISTRATION. A.M. FINANCIAL DOES REFER CLIENTS TO ODIA FOR ADDITIONAL SERVICES. _____ | _____ 2.) AMY MELANDER; INVESTMENT RELATED BUSINESS; PERSONAL RESIDENCE; INSURANCE SALES; INSURANCE PRODUCER; OCTOBER 3, 2022 START DATE; 30 HOURS/MONTH DEVOTED; 22 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-22

Designations

• Certified Financial Planner

Other Names

• Amy Elizabeth Hansen
• Amy Elizabeth Mahlen