Mindie Nicole Molina

Employer firm

Mindie Molina Investments, LLC CRD 323378

$6.00M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2015 → 11/2017
  Gradient Advisors, Llc
  Arden Hills, MN
• 11/2017 → 11/2020
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2020 → 08/2024
  Aegis Wealth Management
  Guthrie Center, IA
• 09/2008 → Present
  Mindie Molina Investments And Insurance
  Stuart, FL
• 10/2024 → Present
  Mindie Molina Investments, Llc
  Stuart, FL

Previous Registrations

• 2020-02-18 → 2024-08-16
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
  Stuart, FL
  Stuart, FL
• 2017-12-01 → 2020-11-16
  Ae Wealth Management, Llc
  Stuart, FL
  Stuart, FL
• 2015-10-02 → 2017-11-10
  Gradient Advisors, Llc
  Stuart, FL
  Arden Hills, MN
• 2014-12-22 → 2015-09-22
  Global Financial Private Capital, Inc.
  Stuart, FL
  Sarasota, FL

Other Businesses

1. COMPLETE RETIREMENT GROUP; INVESTMENT RELATED; 4229 SE PALMETTO ST. STUART, FL 34997; INSURANCE SALES; OWNER; START DATE 9/2001; 160 HOURS/MONTH, 160 HOURS DURING TRADING; SALE OF FIXED INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, MEDICARE SUPPLEMENTS AND LIFE INSURANCE- WORK SHOPS, CLIENT EVENTS, AND SEMINARS. 2. GLU; NOT INVESTMENT RELATED; 4229 SE PALMETTO ST. STUART, FL 34997; CHRISTIAN WRITER/VIDEO BLOGGER; OWNER; 3 HOURS PER MONTH, 0 DURING SECURITIES TRADING HOURS; BOOK PROMOTION/VIDEO PRODUCTION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-07

Other Names

• Mindie Nicole Bowling
• Mindie Nicole Shourds