Kedre Mellor
CRD Number: 2205972Current Firm: Buckingham Strategic Wealth, LLC
Compensation Model: Fee Only
Kedre Mellor (CRD# 2205972) is an Investment Advisor Representative working at Capital Wealthcare Advisors, L.C. in Wichita, KS and has over 24 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buckingham Strategic Wealth, LLC | Clayton, MO | Jan 2022 - Current | 2 |
| Capital Wealthcare Advisors, L.c. | Wichita, KS | Jan 2007 - Dec 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
- KS
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Total Assets Under Management27,028MILLIONS
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Total Number of Accounts48,507ACCOUNTS
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Average Account Value$557,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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