Melissa Oconnell (CRD# 5371417) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 16 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Co | Indianapolis, IN | Apr 2021 - Current | 3 |
| Schwab Private Client Investment Advisory | Indianapolis, IN | Apr 2021 - Current | 3 |
| Jp Morgan Securities, LLC | Indianapolis, IN | Nov 2018 - Apr 2021 | 2 |
| Jp Morgan Chase Bank, N.a. | Indianapolis, IN | Nov 2018 - Apr 2021 | 2 |
| David A. Noyes & Company | Indianapolis, IN | Aug 2017 - Oct 2018 | 1 |
| Noyes Advisors LLC | Indianapolis, IN | Aug 2017 - Oct 2018 | 1 |
| Unemployed | Fishers, IN | Nov 2016 - Aug 2017 | < 1 |
| Wealthcare Financial Group, LLC | Indianapolis, IN | Dec 2014 - Nov 2016 | 1 |
| 1st Global Advisors, Inc. | Indianapolis, IN | Jan 2014 - Nov 2016 | 2 |
| 1st Global Capital Corp. | Indianapolis, IN | Apr 2013 - Nov 2016 | 3 |
| Frank & Kraft P.c. | Indianapolis, IN | Mar 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- IN
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.