MC
Melissa A. Cox
VAN CLEMENS WEALTH MANAGEMENT
Dallas, TX
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CRD#: 4902428
MC
Professional summary
Melissa Anne Cox, CFP®, who also goes by Melissa Anne Chebaa, is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Dallas, Texas and VAN CLEMENS & CO. INCORPORATED located in Dallas, Texas.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Melissa has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Anne Chebaa
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)Trustee for the Marie King Trust account held through RBC. Investment Related. Address is 12700 Hillcrest Rd, Ste 276, Dallas TX 75230. Disperses funds to the beneficiary and files tax returns and any other required financial forms. Start date was when Rick Fetterman retired and Melissa took over this function, which was 7/1/2023. Spends approximately 1 hour per month, during or after trading hours. 2) Future Focus Wealth; investment related; 13362 Peyton Dr. Dallas, TX 75240; entity for tax purposes for independent financial services practice, author and public speaking; Owner; 01/03/25; 10 hours per month, 1 hour during securities trading hours; responsible for the direction, marketing and management of the company.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Anne Cox'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®
Start date: 2008
Experience
Current
January 8, 2025 - Present
VAN CLEMENS WEALTH MANAGEMENT, LLC
RIA
CRD#: 297362
Dallas, TX
Current
January 4, 2025 - Present
VAN CLEMENS & CO. INCORPORATED
Office #1: 5301 Alpha Rd. Ste. 80-222, Dallas, TX 75240BD
CRD#: 6914
Dallas, TX
Past
January 3, 2025 - January 3, 2025
VAN CLEMENS WEALTH MANAGEMENT, LLC
RIA
CRD#: 297362
MINNEAPOLIS, MN
Past
April 8, 2013 - January 3, 2025
ISC ADVISORS, INC.
RIA
CRD#: 166586
Dallas, TX
Past
January 3, 2007 - December 31, 2013
INSTITUTIONAL SECURITIES CORPORATION
RIA
CRD#: 20291
Dallas, TX
Past
December 2, 2005 - March 28, 2011
FETTERMAN INVESTMENTS, INC.
RIA
CRD#: 17028
DALLAS, TX
Past
July 1, 2005 - January 3, 2025
INSTITUTIONAL SECURITIES CORPORATION
BD
CRD#: 20291
Dallas, TX
Past
February 7, 2005 - December 2, 2005
FETTERMAN INVESTMENTS, INC.
BD
CRD#: 17028
DALLAS, TX
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".
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)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(2/18/2025)
RR
California(2/7/2025)
RR
Florida(6/17/2025)
RR
Nevada(1/20/2025)
RR
North Carolina(2/10/2025)
RR
Oklahoma(2/20/2025)
RR
Tennessee(5/7/2025)
RR
Texas(1/8/2025)
IAR
Texas(1/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
900 2nd Avenue South Suite 1500, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 758-9140
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 551 |
| AUM (Assets Under Management) | $ 327,243,548 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
