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Melissa Dawn Wissler

Investment adviser representative at Master's Wealth Management Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$589.5MFirm 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 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

11 years in the industry.

  1. Master's Wealth Management Inc.Oct 2025 to now
  2. Cetera Investment Advisers LLCSep 2024 to Oct 2025
  3. Cetera Wealth Services, LLCSep 2024 to Oct 2025
  4. Orrstown Bank dba Orrstown Financial AdvisorsSep 2024 to Sep 2025
  5. LPL Financial LLCDec 2020 to Sep 2024
  6. Peoples BankDec 2020 to Sep 2024
  7. Bb&t Securities, LLCJan 2018 to Dec 2020
  8. Bb&t BankAug 2015 to Dec 2020
  9. Bb&t Investment Services, Inc.Aug 2015 to Dec 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (PA).

Master's Wealth Management Inc.

$589.5MAssets managed
434Clients
9Advisers
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
6551294
Firm CRD
328693
Advisor's SEC record (opens in a new tab)
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