Melissa Mae Oconnell

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 11/2016
  1St Global Capital Corp.
  Indianapolis, IN
• 01/2014 → 11/2016
  1St Global Advisors, Inc
  Indianapolis, IN
• 12/2014 → 11/2016
  Wealthcare Financial Group, Llc
  Indianapolis, IN
• 11/2016 → 08/2017
  Unemployed
  Fishers, IN
• 11/2018 → 04/2021
  Jp Morgan Securities, Llc
  Indianapolis, IN
• 11/2018 → 04/2021
  Jp Morgan Chase Bank, N.A.
  Indianapolis, IN
• 08/2017 → 10/2018
  David A. Noyes & Company
  Indianapolis, IN
• 08/2017 → 10/2018
  Noyes Advisors Llc
  Indianapolis, IN
• 04/2021 → Present
  Charles Schwab & Co. Inc.
  Indianapolis, IN
• 04/2021 → Present
  Schwab Wealth Advisory, Inc,
  Indianapolis, IN

Previous Registrations

• 2018-11-21 → 2021-02-19
  J.P. Morgan Securities Llc
  Indianapolis, IN
  Indianapolis, IN
  Greenfield, IN
• 2017-08-17 → 2018-11-26
  Sanctuary Advisors, Llc
  Indianapolis, IN
  Miami, FL
• 2014-04-01 → 2016-11-30
  1St Global Advisors Inc
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1) Forte Event Marketing | Investment Related:No|1221 Bonita Drive|Park Ridge|IL|60068|US|Retail|Brand Ambassador|3/24/2025|Less than 20|0|Interact with consumers to introduce/sample/sell products at events and promotions

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31
• S63 Uniform Securities Agent State Law Examination
  2007-08-06

Other Names

• Melissa Mae Waltz
• Missy Farver
• Melissa Farver
• Melissa Mae Farver
• Melissa O'COnnell
• Missy O'COnnell
• Melissa Mae Oconnell
• Melissa M O'COnnell