Melissa Arnell Thompson
Investment adviser representative at Relation Wealth Management, Inc.
21 yearsExperience
2 statesRegistered in
$541.2MFirm assets
2 yearsFirm in business
Are you Melissa Arnell Thompson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
21 years in the industry.
- Relation Wealth Management, Inc.Jun 2024 to now
- Kestra Advisory Services, LLCAug 2022 to Jun 2024
- Kestra Investment Services, LLCAug 2022 to Jun 2024
- Tlg Advisors, Inc.May 2022 to Aug 2022
- The Leaders Group, Inc.Jul 2020 to Aug 2022
- Hiller Ringeman Insurance Agency, Inc.Sep 2018 to Jan 2024
- Nationwide Securities, LLCFeb 2015 to Jul 2020
- Nationwide FinancialJan 2005 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Relation Wealth Management, Inc.
$541.2MAssets managed
126Clients
6Advisers
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
- 6429957
- Firm CRD
- 329961