MR
CFP
MR
CFP

Melissa Rivas

20 Years of Experience
Tempe, AZ
Broker

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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

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

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Location

1101 W Washington St, Tempe, AZ, 85281

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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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
December 2023 - Present · 2 yrs 5 mos
U.S. Bancorp Advisors, LLC
December 2023 - Present · 2 yrs 5 mos
U.S. Bancorp Advisors, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Tandem Wealth Advisors
September 2023 - November 2023 · 2 mos
Vanguard Marketing CorporationBroker
June 2015 - May 2023 · 7 yrs 11 mos
Vanguard Advisers, INC.
June 2015 - May 2023 · 7 yrs 11 mos
Charles Schwab & CO., INC.Broker
June 2014 - June 2015 · 1 yr
USAA Financial Planning Services
December 2008 - May 2014 · 5 yrs 5 mos
USAA Investment Management Company
June 2008 - December 2008 · 6 mos
USAA Financial Advisors, INC.Broker
September 2007 - May 2014 · 6 yrs 8 mos
USAA Investment Management CompanyBroker
February 2006 - December 2007 · 1 yr 10 mos
Nylife Securities INC.Broker
May 2005 - January 2006 · 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.