Melissa Kielberg
CRD Number: 2355282Current Firm: Delta Investment Management, LLC
Compensation Model: Fee Only
Melissa Kielberg (CRD# 2355282) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry.
Melissa is not tied to any brokerage-promoted investment and believes every plan she develops is customized and conflict free. She is completely independent and can approach your needs objectively to carry out your wishes.
Today, Melissa uses her personal experiences and expertise to advise a wide range of clients, each with their own goals and situations.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delta Investment Management, LLC | San Ramon, CA | Oct 2019 - Current | 4 |
| Prosperity Financial Group, Inc. | San Ramon, CA | Dec 2014 - Oct 2019 | 4 |
| Fortune Financial Services, Inc. | Monaca, PA | Dec 2014 - Dec 2015 | 1 |
| Fsc Securites Corporation | San Ramon, CA | Jan 1998 - Dec 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
- CA
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Total Assets Under Management629MILLIONS
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Total Number of Accounts2,127ACCOUNTS
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Average Account Value$295,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA
Prosperity Financial Group, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Prosperity Financial Group, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Prosperity Financial Group, Inc. unless a client service agreement is in place.
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