Melissa Anne Ekeberg
Investment adviser representative at Ifg Advisory, LLC
25 yearsExperience
1 stateRegistered in
$4.8BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Ifg Advisory, LLCApr 2024 to now
- Ifg Advisory, LLC d/b/a Appalachian Wealth ManagementApr 2024 to now
- LPLApr 2024 to now
- Lincoln Financial Advisors CorporationJan 2021 to Apr 2024
- LPL Financial LLCFeb 2018 to Jan 2021
- Invest Financial CorporationJul 2009 to Jan 2021
- United Community BankJul 2001 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ifg Advisory, LLC
$4.8BAssets managed
9,202Clients
109Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4446532
- Firm CRD
- 168012