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Kenneth Joseph Melotte

Melotte Financial Advisors

Green Bay, WI

CRD 5217831

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Employer firm

Melotte Financial Advisors CRD 286218

$97.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

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
  • Certified Financial Planner
Other Names
  • Kenny Joseph Melotte
  • Ken Joseph Melotte

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ONELEGACY ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI

More in Green Bay, WI

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