Shaun R. Melby
MELBY WEALTH MANAGEMENT
Brentwood, TN
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CRD#: 5502072
Professional summary
Shaun Ryan Melby, CFP® is a registered financial advisor currently at MELBY WEALTH MANAGEMENT located in Brentwood, Tennessee.
Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Shaun has worked at 1 firm .
Core Areas of Focus
Business Owners
Fixed Fee (Subscription
Retainer
etc.)
Generation X
Investment Advice with Ongoing Management
Millennials
Professional Athletes or Entertainers
Biography
My name is Shaun Melby and I am the founder of Melby Wealth Management. At the time of my certification, I was one of the youngest CERTIFIED FINANCIAL PLANNER™ practitioners in the country. I have over 10 years of experience in the financial industry while working closely with some of the biggest names in music. I believe the financial planning process is the best way to create and maintain wealth, so I formed Melby Wealth Management to help as many people as possible work towards achieving their dreams and obtaining financial peace of mind.
I moved to Nashville in 2005 from Wisconsin to earn a BBA in Finance as well as Music Business from Belmont University. My wife and I call Nashville home. During my spare time, I enjoy going to Nashville Predators games, cheering on the Green Bay Packers, and spending time with family and friends.
Professional Details
Experience
Wealth Manager - Melby Wealth Management, LLC - 2018-Present
Vice President - Wiatr and Associates, LLC - 2009-2018
Professional Designations and Licenses
CERTIFIED FINANCIAL PLANNER™ Professional
Registered Investment Advisor in Tennessee
Professional Associations
Financial Planners Association
XY Planning Network
National Association of Personal Financial Advisors
Education
Bachelor of Business Administration: Finance, Music Business: Belmont University - 2008
Certificate in Financial Planning - Kaplan - 2011
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Education Planning
Investment Planning
Debt Management
Small Business Planning
Comprehensive Financial Planni...
Budgeting
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Shaun Ryan Melby'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: 2012
Experience
Current
February 27, 2019 - Present
MELBY WEALTH MANAGEMENT
RIA
CRD#: 300147
Brentwood, TN
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.Highlighted states indicate IAR registrations
IAR
Tennessee(2/27/2019)
IAR
Texas(6/7/2019)
Exams
Current Firm
MELBY WEALTH MANAGEMENT
MELBY WEALTH MANAGEMENT | MELBY WEALTH MANAGEMENT, LLC
CRD#: 300147 / SEC#:
Louisiana
Registered Investment Advisory firm - (1/9/2025 Approved)Tennessee
Registered Investment Advisory firm - (2/27/2019 Approved)Texas
Registered Investment Advisory firm - (5/31/2019 Conditional Restricted)PREMIUM
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Contact information
Main Address
Brentwood, TN
Mailing Address
P.o. Box 332031, Nashville, TN 37203
Phone number
(615) 891-5444
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 18,634,616 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
