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MC

Melinda K. Corporon

BCWM
Overland Park, KS 66223
Some features on this profile are disabled
CRD#: 2375655
MC

Professional summary


Melinda Katherine Corporon, who also goes by Melinda Corporon, Melinda Katherine Underwood, Mindy Underwood, is a registered financial advisor currently at BCWM located in Overland Park, Kansas.

Melinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Melinda has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Melinda Corporon | Melinda Katherine Underwood | Mindy Underwood

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 Melinda Katherine Corporon'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

September 4, 2007 - Present

BCWM

Office #1: 14221 Metcalf Ave Suite 201, Overland Park, KS 66223
RIA
CRD#: 144748
Overland Park, KS
Past

August 1, 2003 - September 10, 2007

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
OVERLAND PARK, KS
Past

May 23, 2003 - September 10, 2007

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
OVERLAND PARK, KS
Past

November 15, 1994 - June 3, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
OVERLAND PARK, KS
Past

August 4, 1994 - June 3, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 10, 1993 - August 10, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

August 17, 1993 - November 16, 1993

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA

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".
BC
BCWM
B & C FINANCIAL, LLC | BOYER CORPORON WEALTH MANAGEMENT | BOYER & CORPORON WEALTH MANAGEMENT, LLC | BCWM, LLC. | BCWM

CRD#: 144748 / SEC#: 801-68214

RIA
Registered Investment Advisory firm - (8/2/2007 Approved)

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
Kansas
(9/4/2007)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/26/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 11/7/2005
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


BC
BCWM
B & C FINANCIAL, LLC | BOYER CORPORON WEALTH MANAGEMENT | BOYER & CORPORON WEALTH MANAGEMENT, LLC | BCWM, LLC. | BCWM

CRD#: 144748 / SEC#: 801-68214

RIA
Registered Investment Advisory firm - (8/2/2007 Approved)
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Contact information


Main Address
14221 Metcalf Ave Suite 201, Overland Park, KS 66223
Mailing Address
Phone number
(913) 685-2300
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BOYER & CORPORON WEALTH MANAGEMENT, LLC - ADV PART II (3/25/2025)

Regulatory assets under management


Total Number of Accounts364
AUM (Assets Under Management)$ 599,823,810

Red Flags


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

Company Information


BCWM

CRD#: 144748Overland Park, KS 66223

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Contact information


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