Melissa Bodenstab is a CFP-designated registered investment advisor, based in Tulsa, OK, with 6 years of industry experience.
Location
3101 S Yale Ave, Tulsa, OK, 74135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa works for Connally & Associates, PC providing accounting services, tax preparation, and bookkeeping assistance, dedicating nearly full-time hours to this role. Melissa also owns rental property in Stillwater, OK, spending a few hours per week collecting rent and maintaining the property.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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