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Inactive

Melissa Marie Yost

Creative Planning

Des Peres, MO

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-30
MO RA APPROVED 2022-01-05
  • TX RA
    APPROVED_RES
    Since 2023-08-30
  • MO RA
    APPROVED
    Since 2022-01-05

Branch Locations

12818 Daylight Circle, Des Peres, MO 63131 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Paradigm Financial Advisors, Llc Des Peres MO 08/2019 01/2022
Pi Beta Phi Fraternity For Women Town & Country MO 03/2018 08/2019
Argos Family Office, Llc St. Louis MO 08/2011 02/2018
Creative Planning, Llc Des Peres MO 01/2022 Present
  • 08/2019 → 01/2022
    Paradigm Financial Advisors, Llc
    Des Peres, MO
  • 03/2018 → 08/2019
    Pi Beta Phi Fraternity For Women
    Town & Country, MO
  • 08/2011 → 02/2018
    Argos Family Office, Llc
    St. Louis, MO
  • 01/2022 → Present
    Creative Planning, Llc
    Des Peres, MO
Previous Registrations
  • 2019-11-02 → 2022-03-28
    Paradigm Financial Advisors Llc
    Des Peres, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-02
  • S65 Uniform Investment Adviser Law Examination
    2019-11-02

View on SEC IAPD

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Other Offices

CORNERSTONE WEALTH MANAGEMENT, LLC · DES PERES, MO
LPL FINANCIAL LLC · DES PERES, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Des Peres, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Des Peres, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Des Peres, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · DES PERES, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
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