Melanie L. Boekee

WTF PLANNING

Portland, OR

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CRD#: 6574599

Professional summary

Melanie Lynne Boekee, who also goes by Melanie Boekee, Melanie Lynne Seward, is a registered financial advisor currently at WTF PLANNING located in Portland, Oregon.

Melanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Melanie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melanie Boekee | Melanie Lynne Seward

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.

Melanie Boekee provides personal assistant and pet care services as an independent contractor. These activities account for approximately 10% of their time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Lynne Boekee'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®

None

Experience

Current

April 6, 2016 - Present

WTF PLANNING

RIA

CRD#: 281522

Portland, OR

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

Oregon
(4/6/2016)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/9/2015

Uniform Investment Adviser Law Examination

Current Firm

WTF PLANNING

FUTUREPROOF PLANNING | WTF PLANNING | FUTUREPROOF PLANNING LLC D/B/A WTF PLANNING | FUTUREPROOF PLANNING LLC

CRD#: 281522 / SEC#:

Oregon

Registered Investment Advisory firm - (2/22/2016 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(503) 505-8575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 4,359,500

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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Melanie L. Boekee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Lynne Boekee's CRS (Customer Relationship Summary).

Certified licenses

Experience

WTF PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2015

Current Firm

WTF PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WTF PLANNING

TRUST BUT VERIFY

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