Melanie Morat (CRD# 6761207) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Folsom, CA and has over 5 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2019 - Current | 5 |
| Thrivent Investment Management Inc. | Folsom, CA | Sep 2018 - Current | 5 |
| Thrivent Financial | Appleton, WI | Jan 2019 - Apr 2019 | < 1 |
| Thrivent Financial | Gold River, CA | Aug 2017 - Jan 2019 | 1 |
| Thrivent Financial | Gold River, CA | Mar 2017 - Jan 2019 | 1 |
| Unemployed | Folsom, CA | Apr 2014 - Mar 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
| S63 | Uniform Securities State Law Examination | Jan 2019 |
- CA
- TX
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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