Melinda Weiss
Advisor at LFN Advisors Inc.
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
LFN Advisors Inc.
Location
Muskegon, MI 49440
Credentials
Series 65
Industry experience
< 1 year
About
Melinda Weiss is a financial advisor with LFN Advisors Inc. She holds a Series 65 designation and has been with the firm since 2024. Outside of her advisory role, she is involved with the Grace Home School Association. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary asset management along with comprehensive financial planning tailored through various analytical methods.
Client services
Based on LFN Advisors Inc.
Financial planning
Portfolio management
Selection of other advisers
Fee options
$0+: 1.2% annually (discretionary asset management fee, negotiable) $0 - $1,000,000: 1.75% (Strategic & Tactical Portfolios, total annual advisory fee) $1,000,001 - $2,000,000: 1.60% (Strategic & Tactical Portfolios, total annual advisory fee) $2,000,001 - $3,000,000: 1.15% (Strategic & Tactical Portfolios, total annual advisory fee) Over $3,000,000+: 0.90% (Strategic & Tactical Portfolios, total annual advisory fee) $0 - $1,000,000: 1.50% (Allocation Portfolios, total annual advisory fee) $1,000,001 - $2,000,000: 1.30% (Allocation Portfolios, total annual advisory fee) $2,000,001 - $3,000,000: 1.00% (Allocation Portfolios, total annual advisory fee) Over $3,000,000+: 0.80% (Allocation Portfolios, total annual advisory fee) $0+: 1.00% (Preservation Portfolios, flat annual fee) $0+: 1.50% (Legacy Tax Advantage, flat annual fee) $0+: 1.50% (Non-Gradient discretionary managed portfolios, flat annual fee)
Fee-only: Financial planning services offered at no additional cost
Location
700 Terrace Point Dr., Suite 325
Muskegon, MI 49440
Most active in
Melinda W has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
Legacy Financial Network
2024 - Present (2 years)
Grace Home School Association
2021 - Present (5 years)
Unemployed
2009 - 2021 (12 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Adam L
Series 66
Spring Lake, MI
SkySail Wealth Management LLC
Marc L
Series 63, Series 66
Grand Haven, MI
MSDR Partners, LLC
Michael P
Series 63, Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
Melissa M
CFP®, Series 66
Grand Haven, MI
MMG Wealth Management
Holleigh U
Series 65
Grand Haven, MI
MMG Wealth Management
Brenda B
Series 66
Grand Haven, MI
MMG Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")