Best Investors Account Sign in
Inactive

Melanie Lynne Boekee

Wtf Planning

Portland, OR

Claim This Profile
Current Employers
Wtf Planning

Portland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-11-19
  • OR RA
    APPROVED
    Since 2025-11-19

Branch Locations

Portland, OR • 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
Futureproof Planning Llc D/B/A Wtf Planning Portland OR 01/2016 Present
  • 01/2016 → Present
    Futureproof Planning Llc D/B/A Wtf Planning
    Portland, OR
Other Businesses

Melanie Boekee provides personal assistant and pet care services as an independent contractor. These activities account for approximately 10% of their time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-09
  • S65 Uniform Investment Adviser Law Examination
    2015-09-09
Other Names
  • Melanie Lynne Seward
  • Melanie Boekee

View on SEC IAPD

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor