Melissa R. Loner
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 Rilynn Loner, who also goes by Melissa Rilynn Callahan, was a registered financial professional .
Melissa is a previously registered financial professional and started their career in finance in 1999. Melissa had worked at 14 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, Series 79TO, SIE, Series 7, Series 6, Series 14, Series 4, Series 53 and Series 24 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 6, 2023 - March 29, 2024
AVANTAX PLANNING PARTNERS, INC.
February 6, 2023 - March 29, 2024
AVANTAX ADVISORY SERVICES
February 3, 2023 - March 29, 2024
AVANTAX INVESTMENT SERVICES, INC.
June 22, 2020 - February 3, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
June 22, 2020 - February 3, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 8, 2019 - June 23, 2020
INDEPENDENT FINANCIAL PARTNERS
July 17, 2019 - June 23, 2020
IFP SECURITIES, LLC
January 18, 2011 - July 11, 2019
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
January 18, 2011 - July 11, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
August 17, 2009 - January 12, 2011
KAISER WEALTH MANAGEMENT
August 17, 2009 - January 10, 2011
KAISER AND COMPANY
February 27, 2008 - March 10, 2009
NEXT FINANCIAL GROUP, INC.
February 26, 2008 - March 10, 2009
NEXT FINANCIAL GROUP, INC.
March 6, 2007 - February 13, 2008
M HOLDINGS SECURITIES, INC.
March 6, 2007 - February 13, 2008
M HOLDINGS SECURITIES, INC.
March 28, 2005 - January 25, 2007
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
August 6, 2004 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
June 23, 2004 - January 25, 2007
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 11, 2002 - July 1, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
March 11, 2002 - July 1, 2004
OSAIC FA, INC.
May 19, 2000 - November 13, 2001
EQUITABLE ADVISORS, LLC
December 20, 1999 - May 5, 2000
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237 / SEC#: 801-50939
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237 / SEC#: 801-50939
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 |
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.
