Melinda K. Bell

RETIREMENT ROOTS WEALTH MANAGEMENT LLC

Overland Park, KS 66210

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CRD#: 7286382

Professional summary

Melinda Kay Bell, who also goes by Mindy Bell, Melinda Durham, Mindy Durham, is a registered financial advisor currently at RETIREMENT ROOTS WEALTH MANAGEMENT LLC located in Overland Park, Kansas.

Melinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Melinda has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mindy Bell | Melinda Durham | Mindy Durham

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.

American Senior Benefits dba Retirement Roots LLC: Investment Related; 8500 West 110th St, Ste 610, Overland Park, KS 66210; Insurance products and services; Owner/Insurance Agent; Start date 11/2021; Approx 110 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Kay Bell'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

September 7, 2022 - Present

RETIREMENT ROOTS WEALTH MANAGEMENT LLC

Office #1: 8500 W 110th Street, Suite 610, Overland Park, KS 66210

RIA

CRD#: 323272

Overland Park, KS

Past

February 9, 2021 - December 5, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Overland Park, KS

Past

September 2, 2020 - February 11, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Overland Park, KS

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

Kansas
(11/3/2022)

IAR

Missouri
(9/7/2022)

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: 7/28/2020

Uniform Investment Adviser Law Examination

Current Firm

RETIREMENT ROOTS WEALTH MANAGEMENT LLC

CRD#: 323272 / SEC#:

Kansas

Registered Investment Advisory firm - (11/3/2022 Approved)

Missouri

Registered Investment Advisory firm - (10/18/2022 Approved)

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Contact information

Main Address

8500 W 110th Street, Suite 610, Overland Park, KS 66210

Mailing Address

Phone number

(913) 220-6251

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Melinda K. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Kay Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT ROOTS WEALTH MANAGEMENT LLC

GRADIENT ADVISORS, LLC

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2020

Current Firm

RETIREMENT ROOTS WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

RETIREMENT ROOTS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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