Melissa A. Mendenall

WEALTHSPAN INVESTMENT MANAGEMENT

LEXINGTON, SC 29072

CRD#: 1745247

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Professional summary

Melissa Ard Mendenall, who also goes by Lisa Ard, Melissa Ann Ard, Melissa Ann Mendenall, is a registered financial advisor currently at WEALTHSPAN INVESTMENT MANAGEMENT, LLC located in Lexington, South Carolina.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Melissa has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa Ard | Melissa Ann Ard | Melissa Ann Mendenall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Ard Mendenall's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 13, 2024 - Present

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

Office #1: 127 Library Hill Ln Suite A, Lexington, SC 29072

RIA

CRD#: 309553

LEXINGTON, SC

Past

March 5, 2021 - December 31, 2021

BROOKSTONE ASSET MANAGEMENT, LLC

RIA

CRD#: 153467

RALEIGH, NC

Past

January 22, 2020 - August 7, 2024

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

LEXINGTON, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

CRD#: 309553 / SEC#: 801-129988

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

Illinois

Registered Investment Advisory firm - (10/29/2024 Terminated)

Michigan

Registered Investment Advisory firm - (11/12/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (10/31/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/29/2024 Terminated)

Virginia

Registered Investment Advisory firm - (10/30/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(8/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/2019

Uniform Investment Adviser Law Examination

Current Firm

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

CRD#: 309553 / SEC#: 801-129988

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

Illinois

Registered Investment Advisory firm - (10/29/2024 Terminated)

Michigan

Registered Investment Advisory firm - (11/12/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (10/31/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/29/2024 Terminated)

Virginia

Registered Investment Advisory firm - (10/30/2024 Terminated)

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Contact information

Main Address

4981 Cascade Road, Suite C, Grand Rapids, MI 49546

Mailing Address

5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512

Phone number

(616) 655-1696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	469
AUM (Assets Under Management)	$ 78,970,252

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Melissa A. Mendenall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Ard Mendenall's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

BROOKSTONE ASSET MANAGEMENT, LLC

BROOKSTONE WEALTH ADVISORS, LLC

Primary Firm SEC Registration

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2019

Current Firm

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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