MELISSA KEMPER BEACH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-04-07 | present | Yes |
| WISER WEALTH MANAGEMENT, INC | 2022-10-20 | 2025-03-03 | — |
| WIPFLI FINANCIAL ADVISORS, LLC | 2022-01-06 | 2022-10-04 | — |
| REDWOOD WEALTH MANAGEMENT, LLC | 2018-10-01 | 2021-12-31 | — |
| MODERA WEALTH MANAGEMENT, LLC | 2014-01-24 | 2018-07-31 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2003-06-09 | 2004-06-24 | — |