Amy Melander (CRD# 4692263) is an Investment Advisor Representative working at Onedigital Investment Advisors in Aurora, CO and has over 20 years of experience in the finance industry. Amy Melander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Jan 2024 - Current | < 1 |
| Wealthsource Partners, LLC | Aurora; Denver (08/2021-02/2024), CO | Feb 2016 - Current | 8 |
| A.m. Financial | Aurora (06/2015-08/2018); Denver (08/2018-present), CO | Jun 2015 - Current | 8 |
| A.m. Assistance | Aurora, CO | Jan 2016 - Aug 2016 | < 1 |
| Blessed Sacrament Catholic School | Denver, CO | Nov 2015 - Apr 2016 | < 1 |
| Marathon Investment Management, Inc. | Greenwood Village, CO | Dec 1998 - Dec 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
- CO
- TX
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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