Melissa Joy Myers

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2008 → 02/2018
  Helzberg Diamonds
  North Kansas City, MO
• 11/2017 → 02/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2017 → 02/2019
  Rps Financial Group
  Leawood, KS
• 03/2019 → 06/2021
  Mml Investors Services, Llc
  Platte City, MO
• 03/2019 → 06/2021
  Massmutual Life Insurance Company/The Opus Group Of Va
  Platte City, MO
• 03/2019 → Present
  Second Opinion Consulting, Llc
  Smithville, MO
• 07/2021 → 02/2022
  Infinitas
  Overland Park, KS
• 07/2021 → 02/2022
  Commonwealth Financial Network
  Waltham, MA
• 02/2022 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2022 → Present
  Infinitas
  Overland Park, KS

Other Businesses

1. Owner, Second Opinion Consulting, LLC DBA Mel Myers; providing business consulting; Located in Smithville, MO; as of 02/27/2019; 2% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Fixed insurance sales; as of 08/27/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Business Consulting; Second Opinion Consulting, LLC DBA Mel Myers; Located in Smithville, MO, as of 08/27/2021; 5% of time spent during business hours; Not conducted at branch; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-18

Other Names

• Melissa Joy Reese
• Melissa Joy Reese
• Melissa Joy Myers