Melissa Labrue

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2011 → 01/2022
  Wymer Brownlee Tax And Financial Management
  Enid, OK
• 07/2013 → 01/2022
  Avantax Investment Services, Inc.
  Enid, OK
• 09/2022 → 09/2025
  Avantax Investment Services, Inc.
  Dubuque, IA
• 09/2022 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 02/2022 → 03/2022
  Unemployed
  Yukon, OK
• 04/2022 → 09/2022
  Avantax Investment Services, Inc.
  Yukon, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dubuque, IA

Previous Registrations

• 2018-03-22 → 2022-01-25
  Avantax Advisory Services
  Oklahoma City, OK

Other Businesses

1) Wymer Brownlee Tax And Financial Management~201 N Grand , Suite 100~Enid~OK~73701~Other~Other~7/20/2011~160hrs~60hrs~Operational and/or Marketing Name of H.D. Vest Services 2) AMERICO FINANCIAL LIFE AND ANNUITY INSURANCE COMPANY POSITION: Life Insurance Agent NATURE: Life insurance commissions from previously sold policies. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: PO BOX 410288, Kansas City MO 64141-0288, United States DESCRIPTION: No further job duties are required.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-28
• S63 Uniform Securities Agent State Law Examination
  2014-08-22

Other Names

• Melissa Jo Deterding
• Melissa Jo Labrue