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Melanie Lynne Brown

Modern Wealth Management, LLC

Kansas City, MO

Colorado Springs , CO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-24
CO RA APPROVED 2026-06-24
  • CA RA
    APPROVED
    Since 2026-06-24
  • CO RA
    APPROVED
    Since 2026-06-24

Branch Locations

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Colorado Springs , CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Denver CO 06/2015 12/2016
Fidelity Investments Denver CO 12/2016 09/2017
Fidelity Investment Bellevue WA 09/2017 04/2018
Fidelity Investments Bellevue WA 04/2018 05/2020
Fidelity Investments Seattle WA 05/2020 06/2021
Unemployed Seattle WA 06/2021 01/2022
Facet Wealth Baltimore MD 01/2022 06/2022
Creative Planning, Llc Overland Park KS 06/2022 06/2026
Modern Wealth Management, Llc Campbell CA 06/2026 Present
  • 06/2015 → 12/2016
    Fidelity Brokerage Services Llc
    Denver, CO
  • 12/2016 → 09/2017
    Fidelity Investments
    Denver, CO
  • 09/2017 → 04/2018
    Fidelity Investment
    Bellevue, WA
  • 04/2018 → 05/2020
    Fidelity Investments
    Bellevue, WA
  • 05/2020 → 06/2021
    Fidelity Investments
    Seattle, WA
  • 06/2021 → 01/2022
    Unemployed
    Seattle, WA
  • 01/2022 → 06/2022
    Facet Wealth
    Baltimore, MD
  • 06/2022 → 06/2026
    Creative Planning, Llc
    Overland Park, KS
  • 06/2026 → Present
    Modern Wealth Management, Llc
    Campbell, CA
Previous Registrations
  • 2022-06-28 → 2024-08-16
    Creative Planning
    Denver, CO
    Overland Park, KS
  • 2022-01-19 → 2022-06-22
    Facet
    West Palm Beach, FL
    Denver, CO
  • 2018-07-13 → 2021-06-21
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-06-05 → 2018-07-13
    Strategic Advisers Llc
    Denver, CO
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-03
S63 Uniform Securities Agent State Law Examination 2015-08-12
  • S66 Uniform Combined State Law Examination
    2017-04-03
  • S63 Uniform Securities Agent State Law Examination
    2015-08-12
Designations
Other Names
  • Melanie Lynne Brown
  • Melanie Lynne Brown

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
EDWARD JONES
DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

More in Kansas City, MO

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