Melissa J. Myers

MMG WEALTH MANAGEMENT

SPRING LAKE, MI

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CRD#: 4189919

Professional summary

Melissa Jo Myers, CFP®, who also goes by Melissa Jo Skiera, is a registered financial advisor currently at MMG WEALTH MANAGEMENT located in Spring Lake, Michigan.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Melissa has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 53 and Series 24 exams.

Question & Answer

What are your service offerings?

Long-term Care

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Debt Management

Investment Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Melissa Jo Skiera

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. 07/16/2012 - Bayou Rentals, LLC - Not Investment Related - Spring Lake, MI - Real Estate Rental - Time Spent 5% - Vacation rental. 2. 1/2024 - Bayou Insurance & Annuities LLC in Spring Lake, Michigan. The firm provides independent sales of insurance (life, disability, and long-term care) that her position at Women's WealthBoutique ("WWB") does not permit her to do. This business takes approximately 5-10 hours/week during business/trading hours 3. 5/12/2021 - Sunkissed and Blessed, LLC - Not Investment Related - Home Based - Other-Business Owner - Owner/Member - Started 04/03/2018 - 2 Hours Per Month/0Hours During Securities Trading - Created the LLC to provide legal protection and separation from personal and other business liability. The firm provides speaking,educating, curriculum development, writing and lifestyle coaching that is conducted in compliment to the services of WWB. This role takes approximately 5-10 hours/week during business/trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Jo Myers'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: 2012

Experience

Current

September 6, 2024 - Present

MMG WEALTH MANAGEMENT

RIA

CRD#: 331312

SPRING LAKE, MI

Past

September 29, 2022 - October 3, 2024

THE WEALTH BOUTIQUE

RIA

CRD#: 317291

Spring Lake, MI

Past

August 13, 2012 - September 28, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

SPRING LAKE, MI

Past

August 8, 2012 - September 28, 2022

LPL FINANCIAL LLC

CRD#: 6413

SPRING LAKE, MI

Past

August 16, 2006 - August 8, 2012

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

MUSKEGON, MI

Past

March 3, 2004 - August 8, 2012

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

MUSKEGON, MI

Past

November 6, 2002 - February 13, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

July 14, 2000 - May 1, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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

Michigan
(9/6/2024)

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: 8/14/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/27/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/13/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 6/1/2010

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/8/2008

General Securities Principal Examination

Current Firm

MMG WEALTH MANAGEMENT

BAYOU FINANCIAL PLANNING, LLC | SUNNYSIDE FINANCIAL GROUP, LLC | SUNNYSIDE ADVISORS, LLC | MMG WEALTH MANAGEMENT | MELISSA MYERS GROUP

CRD#: 331312 / SEC#:

Michigan

Registered Investment Advisory firm - (8/5/2024 Approved)

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Contact information

Main Address

Grand Haven, MI

Mailing Address

Phone number

(231) 733-1166

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 30,844,802

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Melissa J. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Jo Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WEALTH BOUTIQUE

LPL FINANCIAL LLC

LPL FINANCIAL LLC

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2006

SIE

Date: 10/1/2018

Series 31

Date: 7/27/2000

Series 7

Date: 7/13/2000

Series 53

Date: 6/1/2010

Series 24

Date: 1/8/2008

Current Firm

MMG WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MMG WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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