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Melinda K. Bell

RETIREMENT ROOTS WEALTH MANAGEMENT
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 7286382
MB

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.
The advisor shows no other business activity.

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/28/2020
Uniform Investment Adviser Law Examination

Current Firm

RR
RETIREMENT ROOTS WEALTH MANAGEMENT LLC
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV

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

RETIREMENT ROOTS WEALTH MANAGEMENT LLC

CRD#: 323272Overland Park, KS 66210

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