Melissa Imhaus, financial advisor Windsor CA

Melissa Imhaus

CRD Number: 4932749
Current Firm: Imhaus Investment Advisors LLC

Melissa Imhaus (CRD# 4932749) is an Investment Advisor Representative working at Imhaus Investment Advisors LLC in Windsor, CA and has over 18 years of experience in the finance industry.

Similar Advisors
Eric Abbott, financial advisor Windsor CA
Eric C. Abbott
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Matthew Adams, financial advisor Windsor CA
Matthew L. Adams
CRD# 5598677
Mai Capital Management, LLC
Similar Advisors
Jimmie Alexander, financial advisor Windsor CA
Jimmie Alexander
CRD# 2087674
Securities America Advisors, Inc.
Company Name Location Dates Years
Imhaus Investment Advisors LLC Windsor, CA Dec 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2005
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 Melissa J. Imhaus
Phone Number: 707-338-9257
Firm Website: https://www.imhaus.com
Registered State(s):
  • CA
  • TX
Current Firm Details
Imhaus Investment Advisors LLC
Firm's CRD Number: 145960
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $221,905
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

Ready to hire a financial advisor? Get competitive proposals from Melissa Imhaus and other 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 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.