Melissa Beth Greenwood
Investment adviser representative at Pfg Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.3BFirm assets
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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
Experience
15 years in the industry.
- United PlannersNov 2025 to now
- Melissa GreenwoodAug 2025 to now
- Pfg AdvisorsMar 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Mar 2024 to Jun 2024
- UnemployedOct 2023 to Feb 2024
- Unionbanc Investment ServicesMar 2020 to Oct 2023
- The Vanguard Group, Inc.May 2017 to Mar 2020
- HomeMar 2017 to May 2017
- USAA Financial Planning ServicesMar 2013 to Mar 2017
- USAA Financial Advisors Inc.Aug 2011 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 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
- 4477684
- Firm CRD
- 173344