MC
MC

Melynda Crozier

26 Years of Experience
Grand Rapids, MI
Broker

Melynda Crozier is a registered investment advisor at Wells Fargo Advisors, based in Grand Rapids, MI, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2025 E Beltline Ave SE Ste 501, Grand Rapids, MI, 49546

Get directions

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.

Learn about disclosures →
Other Business Activities

Melynda co-owns Schichaneid, LLC, selling coffee, tea, and portable solar products on eBay, and Crobah Coffee, LLC. She also serves as a trustee for her father, dedicating minimal time to each activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
May 2025 - Present · 1 yr 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr 4 mos
Wells Fargo Advisors
May 2025 - Present · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - Present · 9 yrs 1 mo
Wells Fargo Advisors
August 2017 - Present · 9 yrs 1 mo
Wells Fargo Clearing Services, LLC
August 2017 - Present · 9 yrs 1 mo
Previous Registrations
Regal Investment Advisors LLC
December 2016 - August 2017 · 8 mos
Regulus Advisors, LLCBroker
November 2016 - August 2017 · 9 mos
Optionsxpress, INC.Broker
September 2011 - July 2015 · 3 yrs 10 mos
Charles Schwab & CO., INC.Broker
January 2000 - July 2015 · 15 yrs 6 mos
TD Waterhouse Investor Services, INC.Broker
March 1998 - December 1999 · 1 yr 9 mos
State Registrations4 states
ARMAMIUT
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.
Melynda Crozier - Financial Advisor | TrueAdvisor