Melissa Michelle Matthews
Professional Summary
Melissa Michelle Matthews, who also goes by Melissa Michelle IVersen, Melissa Michelle Iversen Matthews, was a registered financial advisor. Melissa was a previously registered financial professional and started their career in finance 2004 - 2016. Melissa had worked at 6 firms and has passed the Series 65, Series 66, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Melissa Michelle Iversen, Melissa Michelle Iversen Matthews
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
BROOKSTONE ASSET MANAGEMENT, LLC | FORMULAFOLIOS | FORMULA FOLIO INVESTMENTS, LLC | FORMULA FOLIO INVESTMENTS
Contact Information
Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189Phone Number
(630) 653-1400# of Employees
5SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$597,943,509Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BROOKSTONE ASSET MANAGEMENT, LLC | FORMULAFOLIOS | FORMULA FOLIO INVESTMENTS, LLC | FORMULA FOLIO INVESTMENTS
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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