Kenneth Melotte (CRD# 5217831) is an Investment Advisor Representative working at Melotte Financial Advisors in Green Bay, WI and has over 15 years of experience in the finance industry. Kenneth Melotte 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# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Melotte Financial Advisors | Green Bay, WI | Dec 2016 - Current | 7 |
| Confluence Wealth Management LLC | Portland, OR | Jun 2015 - Nov 2016 | 1 |
| Melotte Financial Advisors | Westchester, IL | Mar 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- IL
- TX
- WI
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts263ACCOUNTS
-
Average Account Value$270,820
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, TX, WI
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