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MF

Melinda R. Frost

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CRD#: 4825964
MF

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.

Melinda R Frost, who also goes by Melinda Ruth Clute, Melinda Ruth Engel, Melinda Ruth Frost, Melinda Ruth Lippoldt, Melinda Ruth Mcmillion, was a registered financial professional .

Melinda is a previously registered financial professional and started their career in finance in 2019. Melinda had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Melinda Ruth Clute | Melinda Ruth Engel | Melinda Ruth Frost | Melinda Ruth Lippoldt | Melinda Ruth Mcmillion

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.
Dollars & Sense Tax Services, not investment related, 1121 N Argonne Rd Ste 105 Spokane Valley WA 99212, Accounting, Accountant, Employee, 20 hours per week, provide tax and accounting services to individuals and small businesses.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 3, 2019 - November 7, 2022

FROST WEALTH PLANNING, LLC

RIA
CRD#: 300554
Spokane Valley, WA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/21/2019
Uniform Investment Adviser Law Examination

Current Firm


FW
FROST WEALTH PLANNING, LLC
CHRYSALIS WEALTH ADVISORS, LLC | FROST WEALTH PLANNING, LLC

CRD#: 300554 / SEC#:

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Contact information


Main Address
104 S Freya St Bldg White Ste 120b, Spokane, WA 99202
Mailing Address
104 S Freya St Bldg White Ste 120b, Spokanej, WA 99202
Phone number
(509) 321-7161
Established
Firm type
Fiscal year end
# of Employees
0

Documents


Latest Form ADV
0

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.

Company Information


FROST WEALTH PLANNING, LLC

CRD#: 300554

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