Melody Royer

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR 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

• 10/2025 → Present
  Iccu
  Meridian, ID
• 01/2025 → 07/2025
  Sand Creek Capital
  Rexburg, ID
• 04/2024 → 10/2024
  Madison Health
  Rexburg, ID
• 01/2024 → 04/2024
  H&R Block
  Rexburg, ID
• 10/2023 → 12/2023
  The Occasions Group
  Rexburg, ID
• 05/2023 → 09/2023
  Walmart
  Nampa, ID
• 05/2022 → 09/2022
  Walmart
  Harrisonburg, VA
• 06/2021 → 09/2021
  El Charro
  Bridgewater, VA
• 04/2020 → 10/2020
  Mcdonald's
  Bridgewater, VA
• 09/2021 → 07/2025
  Brigham Young University - Idaho
  Rexburg, ID
• 04/2026 → Present
  Osaic Institutions, Inc.
  Meriden, CT
• 01/2016 → 04/2020
  Unemployed
  Bridgewater, VA
• 08/2025 → 10/2025
  Unemployed
  Kuna, ID
• 10/2020 → 06/2021
  Student
  Bridgewater, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-20

Other Names

• Melody Flanders