Melissa Renee Hoyer

Employer firm

The Wealth Conservancy, Inc. CRD 112024

$260M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars
• WEALTH COACHING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 12/2021
  My Impax
  Erie, CO
• 02/2020 → Present
  The Wealth Conservancy, Inc.
  Boulder, CO
• 01/2018 → 03/2021
  Life Xt
  Chicago, CO
• 06/2010 → Present
  Salted Toast Coaching, Llc
  Erie, CO

Previous Registrations

• 2019-01-18 → 2021-12-31
  My Impax
  Erie, CO
• 2015-05-14 → 2018-12-31
  My Impax
  Erie, CO
• 2010-01-28 → 2014-07-17
  The Wealth Conservancy, Inc.
  Boulder, CO

Other Businesses

Salted Toast Coaching, LLC 6/2010 - Present Location: 1389 Washburn Street, Erie, CO 80516 Owner of Salted Toast Coaching, LLC. Salted Toast, LLC is a non investment-related activity that provides life coaching services. Services are provided by Melissa Hoyer as an independent contractor directly to individuals or through affiliations with companies providing certified coaching in a variety of professions. Less than 10 hours per month is devoted to performing Salted Toast Coaching Services.

Designations

• Certified Financial Planner