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MK

Melanie M. Kriegler

VALMARK SECURITIES
Wayzata, MN 55391
Some features on this profile are disabled
CRD#: 6018078
MK

Professional summary


Melanie Marquez Kriegler, who also goes by Melanie M Deets, Melanie Marquez Deets, Melanie Deets, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Wayzata, Minnesota.

Melanie is registered as a RR (Registered Representative) and started their career in finance in 2014. Melanie has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Melanie M Deets | Melanie Marquez Deets | Melanie Deets

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.
Fixed insurance sales; as of 08/01/2021, 10% of time spent during business hours; Conducted at branch location; Investment related.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Melanie Marquez Kriegler's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 21, 2022 - Present

VALMARK SECURITIES, INC.

Office #1: 282 East Wayzata Blvd., Wayzata, MN 55391
BD
CRD#: 31243
Wayzata, MN
Past

August 2, 2021 - July 25, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Bloomington, MN
Past

March 3, 2021 - July 25, 2022

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Bloomington, MN
Past

September 26, 2014 - January 15, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
GOLDEN VALLEY, MN

State Registrations and Notice Filings


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

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
Minnesota
(9/21/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/21/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Phone number
(800) 765-5201
Established
Ohio since 12/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures


Regulatory Event4

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


VALMARK SECURITIES, INC.

CRD#: 31243Wayzata, MN 55391

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