Melonie Beeler
Melonie Beeler is a registered investment advisor at Cetera Investment Advisers LLC, based in Glendive, MT, with 24 years of industry experience. Melonie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
208 S Merrill Avenue, Glendive, MT, 59330
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Regulatory History
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 ActivitiesSells Insurance
Melonie is an independent insurance agent selling fixed, health, and crop insurance products, dedicating about half of her time to these activities. She also owns multiple rental properties and is the owner of Culver Financial Advisors, LLC, spending about 10-20% of her time on financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations20 states
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