Melissa Jean Bodenstab

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 07/2007 → 09/2017
  Perfect Wedding Guide
  Tulsa, OK
• 03/2012 → 05/2017
  James C. Elliott Cpa
  Tulsa, OK
• 05/2017 → 04/2026
  Connally & Associates
  Tulsa, OK
• 01/2018 → 09/2025
  Avantax Investment Services, Inc.
  Tulsa, OK
• 10/2019 → 09/2025
  Avantax Advisory Services
  Tulsa, OK
• 08/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Tulsa, OK
• 07/2021 → Present
  Invest Wealth Management
  Tulsa, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Tulsa, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Bodie Group, Llc
  Tulsa, OK
• 01/2026 → Present
  Connally & Company, Llc
  Tulsa, OK
• 04/2026 → Present
  Marigold Financial Services, Llc
  Tulsa, OK

Previous Registrations

• 2019-10-28 → 2025-09-05
  Avantax Advisory Services
  Tulsa, OK

Other Businesses

1) STILLWATER RENTAL POSITION: Owner NATURE: Purchased a home in Stillwater, OK for son during college. We will rent one or two bedrooms. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2022 ADDRESS: 5011 N Nancy Lee Dr, Stillwater OK 74075-1263, United States DESCRIPTION: Collect rent and maintain property. 2) INVEST WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: DBA for investment activity for Connally & Associates under which Avantax services are offered. Set up for trade name for marketing only. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 07/01/2021 ADDRESS: 3101 S Yale Ave, Tulsa OK 74135, United States DESCRIPTION: Marketing, financial advising, designing portfolios, buy/sell marketable securities, and other portfolio management activities. 3) NAME OF OTHER BUSINESS: BODIE GROUP, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PAY VARIOUS BILLS AND OPERATING SERVICES; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2021; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5) NAME OF OTHER BUSINESS: CONNALLY & ASSOCIATES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: MANAGING EMPLOYEES, DAILY OPERATIONS, TAX AND ACCOUNTING PREPARATIONS; 6) NAME OF OTHER BUSINESS: CONNALLY & COMPANY, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DAY-TO-DAY OPERATIONS, TAX PREPARATION, ACCOUNTING; 7) NAME OF OTHER BUSINESS: MARIGOLD FINANCIAL SERVICES, LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/01/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: THIS ENTITY WILL BE THE OPERATING COMPANY FOR INVESTMENT PLANNING AND FINANCIAL SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-04

Designations

• Certified Financial Planner

Other Names

• Melissa Taylor