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JM

Jesse P. Melichar

CASTLE FINANCIAL
VERONA, WI
Some features on this profile are disabled
CRD#: 4245411
JM

Professional summary

Jesse Patrick Melichar, who also goes by Jesse P Melichar, Jesse Patrick Melichar, Jesse Melichar, is a registered financial advisor currently at CASTLE FINANCIAL located in Verona, Wisconsin.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jesse has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jesse P Melichar | Jesse Patrick Melichar | Jesse Melichar

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Patrick Melichar'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®
None

Experience

Current

October 20, 2025 - Present

CASTLE FINANCIAL

RIA
CRD#: 338962
VERONA, WI
Past

July 1, 2024 - December 31, 2025

HARBOUR INVESTMENTS, INC.

RIA
CRD#: 19258
VERONA, WI
Past

June 11, 2024 - December 31, 2025

HARBOUR INVESTMENTS, INC.

BD
CRD#: 19258
VERONA, WI
Past

January 4, 2019 - June 12, 2024

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD
Past

October 20, 2016 - November 15, 2018

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
MADISON, WI
Past

January 26, 2015 - August 12, 2015

SENTRY EQUITY SERVICES, INC.

BD
CRD#: 5069
STEVENS POINT, WI
Past

July 2, 2012 - February 1, 2013

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

January 1, 2009 - July 10, 2012

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

BD
CRD#: 37819
HARTFORD, CT
Past

April 15, 2004 - January 1, 2009

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

January 2, 2002 - September 3, 2003

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ
Past

June 14, 2001 - September 27, 2001

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

February 21, 2001 - May 24, 2001

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

November 29, 2000 - February 2, 2001

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

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
Wisconsin
(10/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/27/2000
General Securities Representative Examination

Current Firm

CF
CASTLE FINANCIAL
CASTLE FINANCIAL | FORTIFYING YOUR FUTURE LLC

CRD#: 338962 / SEC#:

Wisconsin
Registered Investment Advisory firm - (10/20/2025 Approved)
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Contact information

Main Address
Verona, WI
Mailing Address
Phone number
(608) 359-1654
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

CASTLE FINANCIAL

CRD#: 338962Verona, WI

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