Melissa Beaumont, financial advisor Clinton WI

Melissa Beaumont

CRD Number: 4058574
Current Firm: Wealth Enhancement Advisory Services, LLC

Melissa Beaumont (CRD# 4058574) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Clinton, WI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Advisory Services Clinton, WI Nov 2018 - Current 2
Wealth Enhancement Brokerage Services Clinton, WI May 2018 - Current 3
Wealth Enhancement Group Plymouth, MN May 2018 - Current 3
Lpl Financial LLC Clinton, WV Oct 1999 - Current 21
Cimino & Associates Clinton, WI Jun 1999 - May 2018 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Melissa K. Beaumont
Phone Number: 763-417-1700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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