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Melissa J. Bodenstab
CETERA INVESTMENT ADVISERS LLC
TULSA, OK 74135
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CRD#: 6795750
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Professional summary
Melissa Jean Bodenstab, who also goes by Melissa Taylor, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tulsa, Oklahoma and CETERA WEALTH SERVICES, LLC located in Tulsa, Oklahoma.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Melissa has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Taylor
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) Connally & Associates, PC~'NIR'~3101 S. Yale Ave.~Tulsa~OK~74135~Accounting Services/Tax Preparation~Employee~5/1/2017~150hrs~125hrs~Manage staff, prepare tax returns and provide bookkeeping assistance to clients. Assist in day to day operations of the business. 2) STILLWATER RENTAL POSITION: Owner NATURE: Purchased a home in Stillwater, OK for son during college. We will rent one or two bedrooms. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2022 ADDRESS: 5011 N Nancy Lee Dr, Stillwater OK 74075-1263, United States DESCRIPTION: Collect rent and maintain property. 3) INVEST WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: DBA for investment activity for Connally & Associates under which Avantax services are offered. Set up for trade name for marketing only. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 07/01/2021 ADDRESS: 3101 S Yale Ave, Tulsa OK 74135, United States DESCRIPTION: Marketing, financial advising, designing portfolios, buy/sell marketable securities, and other portfolio management activities. 4) NAME OF OTHER BUSINESS: BODIE GROUP, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PAY VARIOUS BILLS AND OPERATING SERVICES; 5) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2021; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 6) NAME OF OTHER BUSINESS: CONNALLY & ASSOCIATES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: MANAGING EMPLOYEES, DAILY OPERATIONS, TAX AND ACCOUNTING PREPARATIONS;
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Jean Bodenstab'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3101 S Yale Ave, Tulsa, OK 74135RIA
CRD#: 105644
TULSA, OK
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3101 S Yale Ave, Tulsa, OK 74135BD
CRD#: 13572
TULSA, OK
Past
October 28, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Tulsa, OK
Past
July 10, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
TULSA, OK
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.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
North Carolina(9/5/2025)
RR
Oklahoma(9/5/2025)
IAR
Oklahoma(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/10/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Tulsa, OK 74135TRUST BUT VERIFY
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