Melissa Arnell Thompson

Employer firm

Relation Wealth Management, Inc. CRD 329961

$541M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 02/2015 → 07/2020
  Nationwide Securities, Llc
  Mocksville, NC
• 01/2005 → 07/2020
  Nationwide Financial
  Monroe, NC
• 05/2022 → 08/2022
  Tlg Advisors, Inc.
  Mocksville, NC
• 08/2022 → 06/2024
  Kestra Investment Services, Llc
  Monroe, NC
• 08/2022 → 06/2024
  Kestra Advisory Services, Llc
  Monroe, NC
• 07/2020 → 08/2022
  The Leaders Group, Inc.
  Littleton, CO
• 06/2024 → Present
  Relation Wealth Management, Inc.
  Monroe, NC
• 09/2018 → 01/2024
  Hiller Ringeman Insurance Agency, Inc.
  Monroe, NC

Previous Registrations

• 2022-08-18 → 2024-07-03
  Kestra Advisory Services, Llc
  Monroe, NC
  Austin, TX
• 2022-05-25 → 2022-08-19
  Tlg Advisors, Inc.
  Summit, NJ
  Mocksville, NC

Other Businesses

1) Relation Insurance, Inc.; Not investment-related; 300 E Phifer St, Monroe, NC 28110; Licensed insurance agent; Insurance sales; Recommendation of insurance products; Start date: 01/2024; Approx. 5% of time per month. 2) Melissa Thompson; Not investment-related; 813 Simpson Rd, Indian Trail, NC. 28079; Rental property owner; Real estate; Maintain property and lease to others; Start date: 12/2018; Approx. less than 5% of time per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-05
• S63 Uniform Securities Agent State Law Examination
  2015-03-25

Other Names

• Melissa H Dixon
• Melissa H Thompson