Melissa Ann Wagner

Current Employers

Employment History

• 05/2014 → Present
  Dmk Advisors (Formerly Stephen A. Kohn & Associates, Ltd.)
  Littleton, CO
• 05/2014 → 04/2025
  Aveo Capital Partners, Llc
  Englewood, CO
• 03/2025 → Present
  Legacy Wealth Partners, Llc
  Lakewood, CO

Previous Registrations

• 2017-01-16 → 2025-04-01
  Aveo Capital Partners, Llc
  Englewood, CO
  Lakewood, CO
• 2005-11-15 → 2014-05-02
  Equitable Advisors, Llc
  Lakewood, CO
  Denver, CO

Other Businesses

~1) Legacy Wealth Partners, LLC; Investment-related; Lakewood, CO; Start date 05/2014; Financial & Insurance Agency; 16.67 % Owner & Director of Planning (receive k1 & w2 income); Insurance Agent; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. As of 03/2025, Registered Investment Advisor, IAR, Approximately 160 hours/month devoted to this activity with 160 hours/month during securities trading hours. ~2) DMK Advisor Group, Inc.; Investment-related; Littleton, CO; Brokerage Firm; Registered Representative; Start date: 05/2014; Approximately 1 hour/month devoted to this business with 1 hour/month during securities trading hours. ~3) JAMMs LLC; Investment-related; 10420 Willowwisp Way, Highlands Ranch, CO 80126; Nature: LLC that invests in Real Estate Projects; Relationship: Member since 2/15/2022; Approximately 1 hour/month devoted to this business with 0 hours/month during securities trading hours. ~4) Red Rocks Planning Group, LLC; Not investment-related; Morrison, CO; Start date: 03/2014 (100% owner as of Dec 15, 2023). Gas and diesel industry. Consulting and working with Colonial Pipeline and UET on shipping products up the pipeline to destination points. Approximately 1 hour/month devoted to this business with 0 hours/month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-14

Other Names

• Melissa A. Bloeser
• Melissa A. Wagner