Melissa A. Hoin

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CRD#: 3106674

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Melissa Ann Hoin, who also goes by Melissa Ann Byrd, Melissa Ann Hoin-schneeman, was a registered financial professional .

Melissa is a previously registered financial professional and started their career in finance in 1998. Melissa had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Melissa Ann Byrd | Melissa Ann Hoin-Schneeman

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)THE WREATH ZONE; NOT INVESTMENT RELATED; 8894 FARMDALE WAY MAINEVILLE, OH 45039; SELLING HANDMADE CRAFTS AND WREATHS; OWNER/DESIGNER; 09/2017; 10 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS; DESIGN AND SELL HANDMADE WREATHS TO CLIENTS 2)FUTURE FINANCIAL WEALTH MANAGEMENT; INVESTMENT RELATED; 7817 COOPER ROAD STE D CINCINNATI, OH 45242; FINANCIAL PLANNING; OPERATIONS MANAGER/REG REP; 01/2018; 160 HOURS/MONTH; 160 HOURS/MONTH DURING SECURITIES HOURS; ADMINISTRATIVE DUTIES OF THE OFFICE, MARKETING, SECURITIES TRADING.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CRD#: 7059

CINCINNATI, OH

Past

May 16, 2001 - April 9, 2003

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

CINCINNATI, OH

Past

May 30, 2000 - March 7, 2001

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

September 24, 1998 - May 31, 2000

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

CRD#: 291484 / SEC#: 801-112274

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 10/12/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/1998

General Securities Representative Examination

Current Firm

FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

CRD#: 291484 / SEC#: 801-112274

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

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Contact information

Main Address

7817 Cooper Road, Suite D, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 817-3131

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FFWM FORM ADV 2A (3/28/2025)

FFWM WRAP BROCHURE (2/17/2025)

Regulatory assets under management

Total Number of Accounts	690
AUM (Assets Under Management)	$ 184,466,798

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

Melissa A. Hoin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

TOUCHSTONE SECURITIES, INC.

A. G. EDWARDS & SONS, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/2007

Series 63

Date: 9/30/1998

SIE

Date: 10/1/2018

Series 7

Date: 9/23/1998

Current Firm

FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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