Melanie Vespestad
Advisor at Edward Jones
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.
Expertise
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Business ownership considerations
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2021 - Present (5 years)
Stella & Dot
2018 - 2019 (1 year)
Wells Fargo
2018 - 2021 (3 years)
Robert Half
2017 - 2018 (1 year)
Intoxalock (Consumer Safety Technology)
2017 - 2017 (1 year)
Keller Professional Services
2016 - 2016 (1 year)
Children's Cancer Connection
2016 - 2016 (1 year)
Grand View University
2015 - 2016 (1 year)
Hy-Vee
2014 - 2017 (3 years)
Grand View University
2014 - 2016 (2 years)
Melanie Vespestad Photography
2013 - 2020 (7 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.
Travis A
CFP®, CFA®, RICP®
Ankeny, IA
Custom Wealth Planners
Travis specializes in working with those nearing and in retirement. He takes a transparent and collaborative approach to helping clients define their best life and outlining the steps necessary to get there. His services include cash flow analysis, tax planning, investment management, risk management, and estate planning. This can be offered via one-time Planning Engagements or ongoing Full-Service Advisory offerings.
De Ann T
CFP®, Series 63, Series 65, Series 66
Huxley, IA
Edward Jones
Luke B
CFP®, Series 66
Ankeny, IA
Edward Jones
Austin W
Series 63, Series 66
Ames, IA
Edward Jones
Ryleah C
CFP®, Series 66
Ankeny, IA
Edward Jones
Kyle M
Series 66
Polk City, IA
Edward Jones
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