Melody Kay Rice
Investment adviser representative at Veridan Wealth
19 yearsExperience
1 stateRegistered in
$667.2MFirm assets
2 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
Experience
19 years in the industry.
- Veridan Wealth LLCMay 2024 to now
- Ameriprise Financial Services, Inc.May 2007 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
Veridan Wealth
Legal name: Veridan Wealth LLC
$667.2MAssets managed
232Clients
4Advisers
2 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
- 4576732
- Firm CRD
- 329666