Melanie Hasty Grant
Advisor at CWM, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CWM, LLC
Location
Tulsa, OK 74055
Credentials
Series 63, Series 65
Industry experience
26 years
About
Melanie Hasty Grant is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at multiple firms, including LPL Financial LLC and Waterstone Private Wealth Management, and currently owns and operates a charitable organization that donates coins to schools and community groups. Grant also manages family farm operations and owns businesses involved in boat rentals and real estate. CWM, LLC serves a diverse client base, including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm utilizes discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.
Client services
Based on CWM, LLC
Financial planning
Portfolio management
Selection of other advisers
Sub-advisory services for other investment advisory firms
Sub-advisory services for other investment advisory firms
Expertise
Based on CWM, LLC
Tax-loss harvesting
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Retirement income strategy
Fee options
Financial planning fixed fees from $500 to $25,000 or more; flat annual investment management fees billed quarterly
$0+: up to 2.50% +: Sub-Advisory fees up to 1% $50,000+: iCapital additional fees $50,000+: Orion Custom Indexing additional fees $10,000+: 55ip advisory fees (accounts with tax management services must be at least $50,000)
Up to $500 per hour for financial planning services
Location
9500 N. 129th E. Ave #106
Tulsa, OK 74055
Most active in
Melanie H has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
Full Armor Llc
2023 - Present (3 years)
Huckleberry Real Estate Llc
2023 - Present (3 years)
Huckleberry Marine LLC
2023 - Present (3 years)
Cetera Wealth Services, LLC
2017 - Present (9 years)
CWM, LLC
2016 - Present (10 years)
Waterstone Private Wealth Management
2008 - Present (18 years)
LPL Financial LLC (Formerly: LINSCO PRIVATE LEDGER)
2004 - 2017 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 66
Tulsa, OK
Integra Private Wealth Management, LLC
Robert W
Series 66
Catoosa, OK
Midwest Financial Management, LLC
Joshua H
Series 66
Tulsa, OK
Future U Financial Inc.
Marcus G
CFP®, CFA®, Series 65
Tulsa, OK
Gibbens Capital Management
Daniel V
Series 63, Series 65
Tulsa, OK
Fg Wealth Management
Charles C
CFP®, Series 65
Tulsa, OK
C.E.C. Wealth Management
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