Melinda S. Weiss

LFN ADVISORS

MUSKEGON, MI 49440

CRD#: 6087137

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Professional summary

Melinda Sue Weiss, who also goes by Melinda Sue Johnson, Melinda Weiss, is a registered financial advisor currently at LFN ADVISORS INC. located in Muskegon, Michigan.

Melinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Melinda has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melinda Sue Johnson | Melinda Weiss

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Sue Weiss'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

October 17, 2025 - Present

LFN ADVISORS INC.

Office #1: 700 Terrace Point Dr. Suite 325, Muskegon, MI 49440

RIA

CRD#: 169361

MUSKEGON, MI

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".

LFN ADVISORS INC.

LFN ADVISORS INC. | LFN ADVISORS LLC

CRD#: 169361 / SEC#: 801-114705

RIA

Registered Investment Advisory firm - (2/15/2019 Approved)

Colorado

Registered Investment Advisory firm - (2/21/2019 Terminated)

Michigan

Registered Investment Advisory firm - (2/19/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(10/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2025

Uniform Investment Adviser Law Examination

Current Firm

LFN ADVISORS INC.

LFN ADVISORS INC. | LFN ADVISORS LLC

CRD#: 169361 / SEC#: 801-114705

RIA

Registered Investment Advisory firm - (2/15/2019 Approved)

Colorado

Registered Investment Advisory firm - (2/21/2019 Terminated)

Michigan

Registered Investment Advisory firm - (2/19/2019 Terminated)

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Contact information

Main Address

700 Terrace Point Dr. Suite 325, Muskegon, MI 49440

Mailing Address

Phone number

(616) 589-4004

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A & 2B SEC (10/27/2025)

Regulatory assets under management

Total Number of Accounts	96
AUM (Assets Under Management)	$ 15,651,174

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.

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Melinda S. Weiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Sue Weiss's CRS (Customer Relationship Summary).

Certified licenses

Experience

LFN ADVISORS INC.

Primary Firm SEC Registration

LFN ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2025

Current Firm

LFN ADVISORS INC.

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LFN ADVISORS INC.

TRUST BUT VERIFY

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