Charles Melka, financial advisor Glen Ellyn IL

Charles Melka

CRD Number: 2216510
Current Firm: Sequoia Wealth Management, LLC

Charles Melka (CRD# 2216510) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Glen Ellyn, IL and has over 32 years of experience in the finance industry. Charles Melka 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.

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Professional Designations
Company Name Location Dates Years
Sequoia Wealth Management, LLC Glen Ellyn, IL Jul 2015 - Current 8
Lpl Financial, LLC Glen Ellyn, IL Jan 2015 - Current 9
Level Four Advisory Services Naperville, IL Jan 2015 - Jul 2015 < 1
Minnesota Life Insurance Company St. Paul, MN Apr 1992 - Jan 2015 22
Securian Financial Services, Inc. St. Paul, MN Apr 1992 - Jan 2015 22
Gcg Financial Inc. Bannockburn, IL Apr 1992 - Jan 2015 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Aug 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charles P. Melka
Phone Number: 847-310-5900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    457
    MILLIONS
  • Total Number of Accounts
    2,593
    ACCOUNTS
  • Average Account Value
    $176,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI

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