Kenneth J. Melotte
Professional summary
Kenneth Joseph Melotte III, CFP®, who also goes by Ken Joseph Melotte III, Kenny Joseph Melotte III, is a registered financial advisor currently at MELOTTE FINANCIAL ADVISORS located in Green Bay, Wisconsin.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kenneth has worked at 5 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Joseph Melotte III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
December 15, 2016 - Present
MELOTTE FINANCIAL ADVISORS
Office #1: 1150 Springhurst Drive Suite 113, Green Bay, WI 54304July 13, 2015 - November 30, 2016
CONFLUENCE WEALTH MANAGEMENT LLC
April 11, 2014 - June 29, 2015
MELOTTE FINANCIAL ADVISORS
March 24, 2009 - March 17, 2014
PLANTE MORAN FINANCIAL ADVISORS
November 9, 2006 - October 30, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/6/2017)
(1/19/2018)
(12/15/2016)
Exams
Current Firm
MELOTTE FINANCIAL ADVISORS
CRD#: 286218 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 269 |
| AUM (Assets Under Management) | $ 83,489,443 |
Red Flags
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