Melissa Bodenstab
Melissa Bodenstab is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 7 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
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 Registrations3 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
- Steven Wilson, CFPCetera Investment Advisers LLC
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- Dennis Davis, CFPCetera Investment Advisers LLC
- Timothy Cramer, CFPCetera Investment Advisers LLC
- Mark Butterworth, CFP, ChFCCetera Investment Advisers LLC
- Patrick Donica, ChFCCetera Investment Advisers LLC