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Melissa Davis

Advisor at Straight Line Investment Group, Llc

Updated today

Firm

Straight Line Investment Group, Llc

Location

Idaho Falls, ID 83402

Credentials

Series 66

Industry experience

15 years

Fee options

Percentage

Less than $1,000,000 - $999,999: 2.00% annually $1,000,000+: 1.50% annually

Work history

Straight Line Investment Group, Llc

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Daniel G

CFP®

Idaho Falls, ID

Good Better Best Financial Planning LLC

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Business ownership considerations Family Business Business succession planning Gen Y/Millennials (Born 1980-1995)
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Jillian B

Series 66

Idaho Falls, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Government Employee Women Professionals Widow/Widower

Todd C

Series 66

Idaho Falls, ID

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning

Lisa C

Series 66

Idaho Falls, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Founder/Business Owner

Trevor R

Series 66

Idaho Falls, ID

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner

Cutler G

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Idaho Falls, ID

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Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement income strategy Founder/Business Owner
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