Melissa Morgan Hopper

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2006 → 06/2019
  Woodbury Financial Services
  West Bend, WI
• 10/2014 → Present
  Jasen Wealth Advisors Llc
  West Bend, WI
• 06/2019 → 01/2024
  Woodbury Financial Services
  West Bend, WI
• 01/2024 → 08/2024
  Osaic Wealth, Inc.
  West Bend, WI
• 08/2024 → Present
  Lpl Financial Llc
  West Bend, WI

Previous Registrations

• 2024-01-19 → 2024-08-22
  Osaic Wealth, Inc.
  West Bend, WI
• 2016-11-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Kewaskum, WI
  West Bend, WI

Other Businesses

1) 08/2024 - MELISSA M HOPPER, CPA / Tax Prep/Accounting/CPA / Inv. Related / Fond du Lac WI / Start date 08/25/2014 - 2) 08/2024 - MMH FINANCIAL GROUP LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Fond du Lac WI / Start date 03/19/2021 3) 08/2024 - MSZ FAMILY LEGACY LLC / Real Estate Rental - Farmland / Farm / Non Inv. Related / Fond du Lac WI / Start date 09/01/2024 - 2 Hrs per month 4) 08/2024 - Notary / Non Inv. Related / Start date 01/26/2011 - 1 Hrs per month 5) 08/2024 - JASEN WEALTH ADVISORS, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 130 Hrs per month -100% Time Spent 6) 08/2024 - Non-Variable Insurance / Investment Related / Start date 06/25/2024 -

Exams

• S66 Uniform Combined State Law Examination
  2006-10-07

Other Names

• Melissa Zimdahl
• Melissa Morgan Zimdahl