Melissa Ard Mendenall

Employer firm

Wealthspan Investment Management, LLC CRD 309553

$93.1M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2020 → 07/2024
  Retirement Wealth Advisors, Inc.
  Lexington, SC
• 01/2016 → Present
  Lisa Mendenall Cpa
  Lexington, SC
• 02/2017 → Present
  Estates & Companies
  Columbia, SC
• 12/2018 → Present
  Garner Lane Properties, Llc
  Gilbert, SC
• 03/2015 → Present
  Lam Properties, Llc
  Gilbert, SC
• 12/2017 → Present
  Lam Properties Ii, Llc
  Gilbert, SC
• 12/2020 → 04/2021
  First Citizens Bank
  Raleigh, NC
• 08/2024 → Present
  Wealthspan Investment Management, Llc
  Lexington, SC
• 01/2020 → 08/2024
  Brookstone Wealth Advisors
  Lexington, SC

Previous Registrations

• 2020-01-22 → 2024-08-07
  Brookstone Wealth Advisors, Llc
  Raleigh, NC
  Lexington, SC
• 2021-03-05 → 2021-12-31
  Brookstone Asset Management, Llc
  Raleigh, NC

Other Businesses

LISA MENDENALL CPA; NON INVESTMENT RELATED; 127 LIBRARY HILL LANE, SUITE A, LEXINGTON, SC 29072; TAX PREPARATION SERVICES; TAX PREPARER/CPA; STARTED 01/2016; 30 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROVIDE TAX PREPARATION SERVICES. ESTATE & COMPANIES; NON INVESTMENT RELATED; 1401 MAIN STREET, SUITE 650, COLUMBIA, SC 29201; REAL ESTATE; CONTROLLER; STARTED 02/2017; 120 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CONTROLLER FOR REAL ESTATE DEVELOPMENT FIRM. GARNER LANE PROPERTIES, LLC; NON INVESTMENT RELATED; 109 PINTAIL LAKE DRIVE, GILBERT, SC 29054; COMMERCIAL BUILDING RENTAL; OWNER; STARTED 12/2018; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; COMMERCIAL OFFICE CONDO RENTAL PROPERTY. LAM PROPERTIES, LLC; NON INVESTMENT RELATED; 109 PINTAIL LAKE DRIVE, GILBERT, SC 29054; COMMERCIAL BUILDING RENTAL; OWNER; STARTED 03/2015; 5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED; COMMERCIAL OFFICE SPACE RENTAL. LAM PROPERTIES II, LLC; NON INVESTMENT RELATED; 109 PINTAIL LAKE DRIVE, GILBERT, SC 29054; COMMERCIAL BUILDING RENTAL; OWNER; STARTED 12/2017; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED; COMMERCIAL OFFICE CONDO RENTAL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-05

Other Names

• Lisa Ard
• Melissa Ann Ard
• Melissa Ann Mendenall