Colten Jasper Mellows

Current Employers

Employment History

• 01/2015 → Present
  Lpl Financial Llc
  Lewistown, MT
• 05/2025 → Present
  Mariner Independent Advisor Network
  Overland Park, KS
• 05/2025 → Present
  Legacy Wealth Planning
  Reno, NV

Other Businesses

1- 9/29/2021 - Colten J Mellows Financial Services LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/19/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 2- 10/07/2021 - Star M Barn LLC - Investment Related - Home Based - Business Owner - Start Date: 11/04/2019 - 0 Hours Per Month/0 Hours During Securities Trading - We are renting our barn for weddings and events during summer months. 3- 05/27/2025 - MARINER INDEPENDENT ADVISOR NETWORK, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date- 05/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Mariner Independent Advisor Network, LLC, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 10/07/2025 - Legacy Wealth Planning, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:05/15/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through Mariner Independent Advisor Network, LLC, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5- 06/10/2026 - Legacy Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/15/2025 - 160 hours per month/ during trading 6- 07/01/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-11

Other Names

• Colten Mellows