Kevin B. Mellinger

PACE FINANCIAL ADVISORS

Hillsboro, OR 97123

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CRD#: 7877340

Professional summary

Kevin Bradley Mellinger, who also goes by Brad Mellinger, is a registered financial advisor currently at PACE FINANCIAL ADVISORS located in Hillsboro, Oregon.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kevin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Mellinger

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.

NW4S, Inc.; Not Investment Related; Tualatin, Oregon; Manufacturing; Owner; Start Date: 01/01/2017; 25 hours/week during business/trading hours; VP Operations/Productions

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bradley Mellinger'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

February 26, 2024 - Present

PACE FINANCIAL ADVISORS

Office #1: 421 Se Washington Street, Hillsboro, OR 97123

RIA

CRD#: 318359

Hillsboro, OR

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".

PACE FINANCIAL ADVISORS

PACE FINANCIAL ADVISORS | PACE FINANCIAL ADVISORS, INC.

CRD#: 318359 / SEC#: 801-123174

RIA

Registered Investment Advisory firm - (2/4/2022 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

Oregon
(2/26/2024)

IAR

Texas
(2/26/2024)

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: 2/16/2024

Uniform Investment Adviser Law Examination

Current Firm

PACE FINANCIAL ADVISORS

PACE FINANCIAL ADVISORS | PACE FINANCIAL ADVISORS, INC.

CRD#: 318359 / SEC#: 801-123174

RIA

Registered Investment Advisory firm - (2/4/2022 Approved)

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Contact information

Main Address

421 Se Washington Street, Hillsboro, OR 97123

Mailing Address

Phone number

(971) 727-8434

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACE FINANCIAL ADVISORS - FORM ADV PART 2A (6/2/2025)

Regulatory assets under management

Total Number of Accounts	4,071
AUM (Assets Under Management)	$ 390,054,826

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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Kevin B. Mellinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bradley Mellinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACE FINANCIAL ADVISORS

Primary Firm SEC Registration

PACE FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/2024

Current Firm

PACE FINANCIAL ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACE FINANCIAL ADVISORS

TRUST BUT VERIFY

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