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MM

Melissa Hope Matson

MELISSA MATSON
HENDERSON, NV
·CRD# 2860412·29 years experience

Professional Summary

Melissa Hope Matson, who also goes by Melissa Matson, Missy Matson, Melissa Hope Riedinger, is a registered financial advisor currently at MELISSA MATSON LLC located in Henderson, Nevada. Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Melissa has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Melissa Matson, Missy Matson, Melissa Hope Riedinger

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

29 years in the financial services industry

Current & Past Employments

MELISSA MATSON LLC·CRD# 293806
RIA
2520 St. Rose Parkway Ste. 313, Henderson, NV 89074
February 28, 2023 - Present
MELISSA MATSON LLC·CRD# 293806
RIA
Henderson, NV
September 12, 2018 - December 31, 2022
KOVACK ADVISORS, INC.·CRD# 140808
RIA
Henderson, NV
May 15, 2007 - September 27, 2018
KOVACK SECURITIES INC.·CRD# 44848
BD
Henderson, NV
January 4, 2005 - September 27, 2018
USALLIANZ SECURITIES, INC.·CRD# 40875
BD
Minneapolis, MN
December 4, 2003 - October 21, 2004
SUNAMERICA SECURITIES, INC.·CRD# 20068
BD
Phoenix, AZ
March 21, 1997 - December 16, 2003

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Current Firm

MM
MELISSA MATSON LLC

MELISSA MATSON LLC

CRD#: 293806
Nevada
Registered Investment Advisory firm - Nevada (2/23/2023 Approved)

Contact Information

Main Address

2520 St. Rose Parkway Ste. 313, Henderson, NV 89074

Phone Number

(702) 818-5585

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

118

AUM (Assets Under Management)

$15,000,000

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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.

1) DBA: MRS Wealth Advisors. MELISSA MATSON LLC DBA MRS WEALTH ADVISORS at 2520 ST. ROSE PARKWAY, STE 313, HENDERSON, NV 89074. 100% of TIME SPENT AS LICENSED FINANCIAL CONSULTANT AND LICENSED INSURANCE AGENT.

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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.
IAR
Nevada
(2/28/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1997About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Melissa Hope Matson's CRS (Customer Relationship Summary).

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MM
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