Melissa Korth

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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 → 09/2017
  Cetera Advisors Llc
  Denver, CO
• 10/2017 → Present
  Securities America, Inc.
  La Vista, NE
• 08/2020 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2020-08-26 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2020-08-24
• S63 Uniform Securities Agent State Law Examination
  2008-05-22

Other Names

• Melissa Ann Stenehjem
• Melissa Ann Stenehjem
• Melissa Ann Korth