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Kenneth Joseph Melotte

Melotte Financial Advisors

Green Bay, WI

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Current Employers
Melotte Financial Advisors

1150 Springhurst Drive Suite 113, Green Bay, WI 54304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-19
IL RA APPROVED 2017-02-06
WI RA APPROVED 2016-12-15
  • TX RA
    APPROVED
    Since 2018-01-19
  • IL RA
    APPROVED
    Since 2017-02-06
  • WI RA
    APPROVED
    Since 2016-12-15

Branch Locations

1150 Springhurst Drive Suite 113, Green Bay, WI 54304 • 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
Confluence Wealth Management Llc Portland OR 06/2015 11/2016
Melotte Financial Advisors Green Bay WI 12/2016 Present
Previous Registrations
  • 2015-07-13 → 2016-11-30
    Confluence Wealth Management Llc
    Portland, OR
  • 2014-04-11 → 2015-06-29
    Melotte Financial Advisors
    Westchester, IL
  • 2009-03-24 → 2014-03-17
    Plante Moran Financial Advisors
    Elgin, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-23
  • S65 Uniform Investment Adviser Law Examination
    2009-03-23
Designations
Other Names
  • Kenny Joseph Melotte
  • Ken Joseph Melotte

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
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HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.
EDWARD JONES

Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
JASEN MILES BENTON

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

More in Green Bay, WI

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