BM
CFP
BM
CFP

Brad Melsa

26 Years of Experience
Eagan, MN
Broker

Brad Melsa is a CFP-designated registered investment advisor, based in Eagan, MN, with 26 years of industry experience.

Location

4245 Johnny Cake Ridge Rd, Eagan, MN, 55122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brad works as a financial advisor for both Think Financial Planning and Think Mutual Bank. He dedicates about half his time to each of these roles.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Commonwealth Financial Network
November 2013 - August 2022 · 8 yrs 9 mos
Commonwealth Financial NetworkBroker
May 2012 - August 2022 · 10 yrs 3 mos
CUNA Brokerage Services, INC.
April 2010 - May 2012 · 2 yrs 1 mo
CUNA Brokerage Services, INC.Broker
November 2009 - May 2012 · 2 yrs 6 mos
MML Investors Services, INC.Broker
January 2009 - November 2009 · 10 mos
Uvest Financial Services Group, INC.Broker
January 2008 - October 2008 · 9 mos
Ifmg Securities, INC.Broker
March 2007 - February 2008 · 11 mos
PFS Investments INC.Broker
June 1997 - December 2004 · 7 yrs 6 mos
State Registrations19 states
ARAZCACOFLIAILINKSKYMDMIMNMONCNJTXWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.