Melinda Jo Wells

Employer firm

American Independent Securities Group, LLC CRD 135288

$986M regulatory AUM 4,385 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

• 10/2012 → 10/2020
  Client One Securities, Llc
  Leawood, KS
• 10/2020 → Present
  American Independent Securities Group Llc
  Eagle, ID

Previous Registrations

• 2017-07-07 → 2020-10-30
  Creativeone Securities, Llc
  Overland Park, KS
  La Grande, OR
  Hermiston, OR
  Buhl, ID

Other Businesses

1) Walker Wells Insurance, Investments, and Financial Advisory Firm, Inc., LA GRANDE OR. INDEPENDENT INSURANCE AGENT CONDUCTING SALES OF FIXED, INDEXED AND LIFE INSURANCE 2) NOTARY PUBLIC SINCE 08/2002, LA GRANDE OR. OPP. 2 HOURS/WEEK. NOT INVESTMENT RELATED. 3)SOROPTIMIST INTERNATIONAL OF LAGRANDE, VP-VOTE ON BOARD DECISIONS, CONDUCT MEETINGS 4) Rental Property, Air BNB La Grande OR, Non-investment related, Since 03/2020, <20% of time, income from nights home is rented out when staying at 2nd home.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-07
• S63 Uniform Securities Agent State Law Examination
  1999-07-23

Other Names

• Melinda Jo Pranke
• Johnson Melinda Jo
• Melinda Jo Johnson
• Melinda Jo Walker