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Melinda Jean Mccubbin

Truman Wealth Advisors

Columbia, MO

CRD 6926049

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Employer firm

Truman Wealth Advisors CRD 334752

$106M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Truman Wealth Advisors

411 N. College Avenue Suite 201, Columbia, MO 65201 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-04-02
TX RA APPROVED 2025-04-02
  • MO RA
    APPROVED
    Since 2025-04-02
  • TX RA
    APPROVED
    Since 2025-04-02

Branch Locations

411 N. College Avenue Suite 201, Columbia, MO 65201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truman Wealth Advisors, Llc Columbia MO 01/2018 Present
Shelter Mutual Insurance Company Columbia MO 06/2007 03/2020
Equita Financial Network, Inc. Fort Washington PA 11/2018 03/2025
  • 01/2018 → Present
    Truman Wealth Advisors, Llc
    Columbia, MO
  • 06/2007 → 03/2020
    Shelter Mutual Insurance Company
    Columbia, MO
  • 11/2018 → 03/2025
    Equita Financial Network, Inc.
    Fort Washington, PA
Previous Registrations
  • 2019-01-07 → 2025-04-04
    Equita Financial Network, Inc.
    Columbia, MO
    Fort Washington, PA
    Columbia, MO
  • 2018-04-12 → 2019-01-08
    Truman Wealth Advisors
    Columbia, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-28
  • S65 Uniform Investment Adviser Law Examination
    2017-10-28
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Mindy Mccubbin
  • Melinda Jean Frick
  • Mindy Frick

View on SEC IAPD

Nearby Firms

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CONVERGENCE FINANCIAL
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Nearby Investors

JASON ANTHONY KEMBLE
Jarod Lee Aholt
NICHOLAS FARLEY

Nearby Offices

INTEGRITY ADVISORY SOLUTIONS · Columbia, MO
INTEGRITY ADVISORY SOLUTIONS · Columbia, MO
CONVERGENCE FINANCIAL · COLUMBIA, MO

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