MB
Melonie J. Beeler
CETERA INVESTMENT ADVISERS LLC
GLENDIVE, MT 59330
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CRD#: 4503378
MB
Professional summary
Melonie Jo Beeler is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Glendive, Montana and CETERA WEALTH SERVICES, LLC located in Glendive, Montana.
Melonie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Melonie has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 208 S MERRILL AVE; GLENDIVE; MT; 59330; FIXED INSURANCE AGENT; INDEPENDENT INSURANCE AGENT; 6/5/2008; 40; 40; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: CURTAIN CALL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RESIDENTIAL RENTAL PROPERTY LISTED UNDER A SEPARATE LLC; 3. NAME OF ENTITY: M&J Properties; No; 208 S MERRILL AVE; GLENDIVE; MT; 59330; rental property; OWNER; 7/15/2010; 1; 0; manage property 4. NAME OF OTHER BUSINESS: CULVER FINANCIAL ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5.NAME OF ENTITY: Culver Insurance; No; 208 S MERRILL AVE; GLENDIVE; MT; 59330; Fixed Insurance Products; Independent Insurance Agent; 1/1/2005; 80; 60; Sale Fixed, Health and Crop Insurance products. 6. NAME OF OTHER BUSINESS: CULVER INSURANCE ADVISORS, INC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE AGENCY, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 20, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR CROP, HEALTH, AND LIFE INSURANCE SALES 7. NAME OF OTHER BUSINESS: GLENDIVE LIONS; INVESTMENT RELATED: NO; ADDRESS: PO BOX 366 GLENDIVE, MT 59330; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RUN MEETINGS, ORGANIZE SERVICE ACTIVITIES AND FUNDRAISING EVENTS FOR THE COMMUNITY; 8. NAME OF OTHER BUSINESS: MELONIE J BEELER ; INVESTMENT RELATED: NO; ADDRESS: 2771 CHIPSHOT GREEN VALLEY, AZ 85614; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OPERATE AND RENT RESIDENTIAL PROPERTY;
CRS (Client Relationship Summary) - RIA
Click below to view Melonie Jo Beeler'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®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 208 S Merrill Avenue, Glendive, MT 59330RIA
CRD#: 105644
GLENDIVE, MT
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 208 S. Merrill Ave, Glendive, MT 59330BD
CRD#: 13572
GLENDIVE, MT
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
October 9, 2003 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
GLENDIVE, MT
Past
March 22, 2002 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
GLENDIVE, MT
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Arizona(6/9/2021)
RR
California(6/9/2021)
RR
Colorado(6/9/2021)
RR
Florida(1/21/2022)
RR
Idaho(6/9/2021)
RR
Minnesota(6/9/2021)
RR
Montana(6/9/2021)
IAR
Montana(6/29/2023)
RR
Nebraska(6/9/2021)
RR
North Dakota(6/9/2021)
RR
Ohio(4/17/2023)
RR
Oregon(6/9/2021)
RR
South Carolina(6/9/2021)
RR
South Dakota(6/9/2021)
RR
Tennessee(12/13/2024)
RR
Texas(11/17/2023)
IAR
Texas(11/17/2023)
RR
Utah(6/9/2021)
RR
Virginia(6/9/2021)
RR
Washington(6/9/2021)
RR
Wyoming(6/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
