Melissa Mlasko, financial advisor Medford OR

Melissa Mlasko

CRD Number: 5553386
Current Firm: Sequent Planning, LLC

Melissa Mlasko (CRD# 5553386) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sequent Planning, LLC Medford, OR Oct 2017 - Current 6
Futurity First Insurance Group Medford, OR May 2009 - Current 14
Proequities Inc. Medford, OR Feb 2015 - Oct 2017 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Melissa N. Mlasko
Phone Number: 402-953-3544
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    373
    MILLIONS
  • Total Number of Accounts
    4,279
    ACCOUNTS
  • Average Account Value
    $87,272
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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