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MW

Melissa D. Wissler

MASTER'S WEALTH MANAGEMENT
Lancaster, PA 17602
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CRD#: 6551294
MW

Professional summary


Melissa Dawn Wissler, who also goes by Melissa Dawn Yoder, is a registered financial advisor currently at MASTER'S WEALTH MANAGEMENT INC. located in Lancaster, Pennsylvania.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Melissa has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Melissa Dawn Yoder

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. NAME OF OTHER BUSINESS: ORRSTOWN BANK DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: FIDUCIARY SALES STRATEGIST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: NEW BUSINESS DEVELOPMENT

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Melissa Dawn Wissler'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 10, 2025 - Present

MASTER'S WEALTH MANAGEMENT INC.

Office #1: 480 New Holland Avenue Suite 7201, Lancaster, PA 17602
RIA
CRD#: 328693
Lancaster, PA
Past

September 19, 2024 - September 16, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
LANCASTER, PA
Past

September 19, 2024 - September 16, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
LANCASTER, PA
Past

December 17, 2020 - September 23, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
YORK, PA
Past

December 17, 2020 - September 23, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
YORK, PA
Past

January 2, 2018 - October 15, 2020

BB&T SECURITIES, LLC

RIA
CRD#: 142785
LANCASTER, PA
Past

January 2, 2018 - October 15, 2020

BB&T SECURITIES, LLC

BD
CRD#: 142785
LANCASTER, PA
Past

February 10, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
HARRISBURG, PA
Past

October 8, 2015 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
HARRISBURG, PA

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".
MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693 / SEC#: 801-129711

RIA
Registered Investment Advisory firm - (7/19/2024 Approved)

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
Pennsylvania
(10/10/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/9/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693 / SEC#: 801-129711

RIA
Registered Investment Advisory firm - (7/19/2024 Approved)
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Contact information


Main Address
480 New Holland Avenue Suite 7201, Lancaster, PA 17602
Mailing Address
Phone number
(717) 581-1323
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MASTER'S DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/13/2025)

Regulatory assets under management


Total Number of Accounts1,263
AUM (Assets Under Management)$ 415,439,107

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


MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693Lancaster, PA 17602

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