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MW

Melinda J. Wells

AMERICAN INDEPENDENT SECURITIES GROUP
Buhl, ID
Some features on this profile are disabled
CRD#: 3235576
MW

Professional summary

Melinda Jo Wells, who also goes by Johnson Melinda Jo, Melinda Jo Johnson, Melinda Jo Pranke, Melinda Jo Walker, is a registered financial advisor currently at AMERICAN INDEPENDENT SECURITIES GROUP, LLC located in Buhl, Idaho.

Melinda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Melinda has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Johnson Melinda Jo | Melinda Jo Johnson | Melinda Jo Pranke | Melinda Jo Walker

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) Walker Wells Insurance, Investments, and Financial Advisory Firm, Inc., LA GRANDE OR. INDEPENDENT INSURANCE AGENT CONDUCTING SALES OF FIXED, INDEXED AND LIFE INSURANCE 2) NOTARY PUBLIC SINCE 08/2002, LA GRANDE OR. OPP. 2 HOURS/WEEK. NOT INVESTMENT RELATED. 3)SOROPTIMIST INTERNATIONAL OF LAGRANDE, VP-VOTE ON BOARD DECISIONS, CONDUCT MEETINGS 4) Rental Property, Air BNB La Grande OR, Non-investment related, Since 03/2020, <20% of time, income from nights home is rented out when staying at 2nd home.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Jo Wells's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Melinda Jo Wells'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

October 30, 2020 - Present

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

RIA
BD
CRD#: 135288
Buhl, ID
Current

October 30, 2020 - Present

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

RIA
BD
CRD#: 135288
Buhl, ID
Past

July 7, 2017 - October 30, 2020

CREATIVEONE SECURITIES, LLC

RIA
CRD#: 152974
LA GRANDE, OR
Past

October 11, 2012 - October 30, 2020

CREATIVEONE SECURITIES, LLC

BD
CRD#: 152974
LA GRANDE, OR
Past

March 8, 2012 - September 13, 2012

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
LAGRANDE, OR
Past

January 27, 2005 - February 14, 2012

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
LA GRANDE, OR
Past

October 1, 2002 - January 31, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

July 26, 1999 - October 1, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX

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".
AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD#: 135288 / SEC#: 801-69138, 8-66905

RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)
Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)
Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)
District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)
Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)
Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)
New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(10/30/2020)
RR
Arizona
(10/30/2020)
RR
Idaho
(10/30/2020)
RR
Maryland
(6/6/2024)
RR
Minnesota
(10/30/2020)
RR
Montana
(10/10/2022)
RR
North Dakota
(11/22/2021)
RR
Oregon
(10/30/2020)
IAR
Oregon
(12/3/2024)
RR
South Carolina
(4/8/2021)
RR
Washington
(10/30/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/7/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/23/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/23/1999
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD#: 135288 / SEC#: 801-69138, 8-66905

RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)
Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)
Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)
District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)
Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)
Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)
New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
664 S Rivershore Lane Suite 150, Eagle, ID 83616
Mailing Address
Po Box 579, Eagle, ID 83616
Phone number
(208) 489-3131
Established
Idaho since 12/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
34

SEC notice filing (49 States and Territories)

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

FINRA licenses (50 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV2A - AMENDED 11/6/2025 (11/6/2025)

Direct owners and executive officers

NamePositionCRD#
CARLSON, RYAN SHANEMEMBER, CEO4209072
FAXON, REYHEENA MARIAPRINCIPAL, FINOP4219599
KERBEIN, SHEILA APRINCIPAL, CHIEF COMPLIANCE OFFICER5571772
THOMAS, JOSEPH ALLISON JRMUNICIPAL PRICIPAL,REGISTERED OPTIONS AND SECURITIES FUTURES PRINCIPAL ,MEMBER1484206

Regulatory assets under management

Total Number of Accounts2,987
AUM (Assets Under Management)$ 604,888,609

Disclosures

Regulatory Event1

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.

Company Information

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD#: 135288Buhl, ID

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