Melissa Rivas is a CFP-designated registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tempe, AZ, with 20 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
1101 W Washington St, Tempe, AZ, 85281
Get directionsHistory
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 →Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
Tandem Wealth Advisors
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Investment Management CompanyBroker
Nylife Securities INC.Broker
State Registrations50 states
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
More Advisors
- Dale SpahrU.S. Bancorp Advisors, LLC
- Alexandros Terzis, CFPU.S. Bancorp Advisors, LLC
- Michael MenkeU.S. Bancorp Advisors, LLC
- Andrew Figueroa, CFPMorgan Stanley
- Nicholas Brock, CFPEdward Jones
- Matthew Boltz, CFA, CFPEdward Jones