Melinda J. Crary

CREATIVE MONEY LLC

Seattle, WA 98101

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CRD#: 3032185

Professional summary

Melinda Janelle Crary, CFP®, who also goes by Mindy Janelle Crary, is a registered financial advisor currently at CREATIVE MONEY LLC located in Seattle, Washington.

Melinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Melinda has worked at 4 firms and has passed the Series 66, Series 63, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mindy Janelle Crary

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.

Mindy Crary LLC (est. 6/6/2016) Not investment related, business coaching to individual clients and trainings to groups on business topics. Address - 22301 37th Avenue West, Mountlake Terrace, WA 98043 Managing Member, 5-10 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Janelle Crary's 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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

April 5, 2017 - Present

CREATIVE MONEY LLC

Office #1: 1201 Third Avenue Suite 2200, Seattle, WA 98101Office #2: 800 Bellevue Way Ne, Bellevue, WA 98004

RIA

CRD#: 284357

Seattle, WA

Past

January 3, 2007 - December 20, 2010

SAVE 9 LLC

RIA

CRD#: 142830

SEATTLE, WA

Past

August 26, 2004 - January 10, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TUKWILA, WA

Past

August 24, 2004 - January 10, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TUKWILA, WA

Past

August 24, 2004 - November 22, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 28, 1998 - July 16, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 28, 1998 - July 16, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

California
(7/22/2022)

IAR

Georgia
(9/18/2025)

IAR

Illinois
(3/7/2022)

IAR

Washington
(4/5/2017)

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 66

Date: 3/6/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/27/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 1/28/2006

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/21/2005

General Securities Principal Examination

Current Firm

CREATIVE MONEY LLC

CRD#: 284357 / SEC#:

California

Registered Investment Advisory firm - (7/22/2022 Approved)

Illinois

Registered Investment Advisory firm - (3/7/2022 Approved)

Oregon

Registered Investment Advisory firm - (12/13/2024 Terminated)

Washington

Registered Investment Advisory firm - (4/5/2017 Approved)

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).

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Contact information

Main Address

Mountlake Terrace, WA

Mailing Address

Phone number

(541) 604-2738

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Advisor Monitoring

Firm Stability Insights

Melinda J. Crary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Janelle Crary's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVE 9 LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2003

Series 63

Date: 5/2/1998

Series 7

Date: 4/27/1998

Series 51

Date: 1/28/2006

Series 24

Date: 12/21/2005

Current Firm

CREATIVE MONEY LLC

Contact information

Documents

Red Flags

Company Information

CREATIVE MONEY LLC

TRUST BUT VERIFY

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