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Melanie Lynn Andrus

LPl Financial LLC

Twin Falls, ID

CRD 6977250

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-12-16
  • ID RA
    APPROVED
    Since 2022-12-16

Branch Locations

1146 Eastland Dr N, Twin Falls, ID 83301-8941 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Checks & Balances Twin Falls ID 06/2019 07/2021
Waddell & Reed Twin Falls ID 06/2018 07/2021
Personnel Plus Twin Falls ID 12/2017 06/2018
Rollingstone Dairy Kimberly ID 05/2016 01/2018
Lpl Financial Llc Twin Falls ID 07/2021 07/2022
Lpl Financial Llc Twin Falls ID 07/2022 Present
  • 06/2019 → 07/2021
    Checks & Balances
    Twin Falls, ID
  • 06/2018 → 07/2021
    Waddell & Reed
    Twin Falls, ID
  • 12/2017 → 06/2018
    Personnel Plus
    Twin Falls, ID
  • 05/2016 → 01/2018
    Rollingstone Dairy
    Kimberly, ID
  • 07/2021 → 07/2022
    Twin Falls, ID
  • 07/2022 → Present
    Twin Falls, ID
Other Businesses

1)7/2022- WRI Investments- DBA for LPL Business (entity for LPL business)- inv. related- TWIN FALLS, ID 2) 7/2022- Melanie Andrus - Notary- non-inv. related- Twin Falls, ID- start date 10/02/2020- .5hrs/mth 3) 7/2022- Real Estate Rental- owner- inv. related- 1076 Lakewood Dr. Twin Falls, ID - start date 12/1/2020- 1hr/mth 4) 01/10/2024 - Non-Investment Related - Twin Falls, ID - Other - Property Manager - Started: 7/1/2023 - 10 Hrs/mo; 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-08
  • S66 Uniform Combined State Law Examination
    2022-12-08
Other Names
  • Melanie Lynn Cantu

View on SEC IAPD

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