Melissa L Wajda

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2018 → 06/2024
  Benjamin F. Edwards & Company
  St. Louis, MO
• 01/2015 → 06/2018
  Awana International
  Streamwood, IL
• 08/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-08-26 → 2024-06-04
  Benjamin F. Edwards & Company, Inc.
  Wheaton, IL
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2021-08-23

Other Names

• Melissa Wajda