Melissa Bodenstab, financial advisor Tulsa OK

Melissa Bodenstab

CRD Number: 6795750
Current Firm: Avantax Advisory Services

Melissa Bodenstab (CRD# 6795750) is an Investment Advisor Representative working at Avantax Advisory Services in Tulsa, OK and has 1 year of experience in the finance industry.

Similar Advisors
Andrew Ackerman, financial advisor Tulsa OK
Andrew Ackerman
CRD# 6805568
Edward Jones
Similar Advisors
Charles Ackley, financial advisor Tulsa OK
Charles R. Ackley
CRD# 1553730
Financial Security Investment Management Corporaton
Similar Advisors
Craig Adams, financial advisor Tulsa OK
Craig C. Adams
CRD# 5339011
Lpl Financial LLC
Company Name Location Dates Years
Avantax Advisory Services Tulsa, OK Oct 2019 - Current 1
Avantax Investment Services, Inc. Tulsa, OK Jan 2018 - Current 2
Connally & Associates Tulsa, OK May 2017 - Current 3
Perfect Wedding Guide Tulsa, OK Jul 2007 - Sep 2017 10
James C. Elliott Cpa Tulsa, OK Mar 2012 - May 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Melissa J. Bodenstab
Phone Number: 972-870-6000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.