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MM

Maverick T. Melton

LFG WEALTH PARTNERS
ELIZABETHTOWN, KY 42701
Some features on this profile are disabled
CRD#: 7726824
MM

Professional summary


Maverick Tucker Melton is a registered financial advisor currently at LFG WEALTH PARTNERS, LLC located in Elizabethtown, Kentucky.

Maverick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Maverick has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
OBA-98163|OrgNmn:melton logging|Org Addr:Byrdstown,Tennessee,US|OBA Nature:Forestry managment|Invst Rel:N|Title:Independent Contractor|Duties:As needed conultant |StrtDt:04-30-23|TotHrs/mon:5|TrdHrs/mon:0|

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Maverick Tucker Melton'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

July 16, 2025 - Present

LFG WEALTH PARTNERS, LLC

Office #1: 2905 Ring Road, Elizabethtown, KY 42701
RIA
CRD#: 331339
ELIZABETHTOWN, KY
Past

April 16, 2025 - August 13, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ELIZABETHTOWN, KY
Past

June 12, 2023 - August 13, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
LOUISVILLE, KY

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".
LW
LFG WEALTH PARTNERS, LLC
LEGATO FINANCIAL GROUP, INC. | LFG WEALTH PARTNERS, LLC | LFG PREMIER

CRD#: 331339 / SEC#: 801-130411

RIA
Registered Investment Advisory firm - (5/31/2024 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
Kentucky
(7/16/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/13/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/12/2023
General Securities Representative Examination
General Industry/Product Exam

Current Firm


LW
LFG WEALTH PARTNERS, LLC
LEGATO FINANCIAL GROUP, INC. | LFG WEALTH PARTNERS, LLC | LFG PREMIER

CRD#: 331339 / SEC#: 801-130411

RIA
Registered Investment Advisory firm - (5/31/2024 Approved)
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Contact information


Main Address
2905 Ring Road, Elizabethtown, KY 42701
Mailing Address
Phone number
(877) 573-2043
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LFG PREMIER ADV PART 2A FIRM BROCHURE (7/28/2025)

Regulatory assets under management


Total Number of Accounts704
AUM (Assets Under Management)$ 111,999,695

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


LFG WEALTH PARTNERS, LLC

CRD#: 331339Elizabethtown, KY 42701

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