Melissa S Rainwater-Fleming

Current Employers

Employment History

• 02/2004 → 09/2018
  Lou Corporation
  Flagstaff, AZ
• 10/2013 → 10/2019
  Avantax Advisory Services
  Flagstaff, AZ
• 10/2013 → Present
  Northern Arizona Financial Services Co, Llc
  Flagstaff, AZ
• 04/2020 → 12/2021
  Instacart
  San Fraqncisco, CA
• 08/2020 → 09/2025
  Avantax Advisory Services
  Flagstaff, AZ
• 08/2020 → Present
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 06/2021 → 09/2025
  Avantax Investment Services, Inc
  Flagstaff, AZ
• 07/2024 → Present
  Peak Wealth Management
  Flagstaff, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Flagstaff, AZ

Previous Registrations

• 2020-12-02 → 2025-09-08
  Avantax Advisory Services
  Flaggstaff, AZ

Other Businesses

1) NORTHERN ARIZONA FINANCIAL SERVICES CO LLC POSITION: Employee NATURE: ~; This business offers tax preparation, Tax problem resolution and financial services all investments are offered through our affiliation with Avantax. Bookkeeping and payroll services are offered to businesses as well. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/14/2013 ADDRESS: 2519 E Seventh Ave, Flagstaff AZ 86004, United States DESCRIPTION: ~; This business offers tax preparation, Tax problem resolution and financial services all investments are offered through our affiliation with Avantax. Bookkeeping and payroll services are offered to businesses as well. 2) FRANZIA LEGACY PARTNERS POSITION: Gen Partner NATURE: Short term rental of a residential property co owned with my sister INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 12100 N Peaks Pkwy, Flagstaff AZ 86004, United States DESCRIPTION: Tax, finance and booking. 3) PEAK WEALTH MANAGEMENT POSITION: Investment Advisor Representative NATURE: This entity pays me wages for advisor activities for both my own clients and the clients of the other advisor in the office, and support related to this business activity INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/01/2024 ADDRESS: 2519 E 7th Ave, Flagstaff AZ 86004, United States DESCRIPTION: Meet with prospects and clients. Manage accounts for clients that are held with our firm. Trade accounts as requested by clients. Offer wealth management solutions based on client objectives. 4) NAME OF OTHER BUSINESS: ARIZONA SOCIETY OF ENROLLED AGENTS INVESTMENT RELATED: NO ADDRESS: PO BOX 2231, PRESCOTT AZ 86302 NATURE OF BUSINESS: BOARD START DATE: 6/24/2026 POSITION/TITLE/RELATIONSHIP: DIRECTOR APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: .5 BRIEF DESCRIPTION OF DUTIES: SUPPORT THE ADVANCEMENT OF ENROLLED AGENTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-08
• S65 Uniform Investment Adviser Law Examination
  2020-11-16

Other Names

• Melissa S Rainwater
• Melissa Rainwater-Fleming
• Melissa Taylor
• Melissa Fleming
• Melissa S Rainwater Fleming