Melissa Lynn Wright
Investment adviser representative at Compak Asset Management
16 yearsExperience
21 statesRegistered in
CFP® certificationDesignation
$1.5BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Compak Asset ManagementMay 2021 to now
- Compak Securities Inc.May 2021 to now
- Securities America, Inc.Sep 2020 to May 2021
- Ny&a, LLC dba Align Wealth AdvisorsOct 2017 to May 2021
- Securities Service NetworkOct 2017 to Sep 2020
- UnemployedJul 2017 to Sep 2017
- Compak Asset ManagementJan 2013 to Jul 2017
- Compak Securities, Inc.Jun 2010 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 21 states (AZ, CA, CO, HI, IA, ID, IL, IN, MD, MI, MN, MO, NC, NM, NV, NY, OH, TX, VA, WA, WI).
Compak Asset Management
$1.5BAssets managed
1,751Clients
16Advisers
25 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
- 5474662
- Firm CRD
- 109930