Melody Royer
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
4 statesRegistered in
$6.5BFirm assets
19 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Institutions, Inc.Apr 2026 to now
- IccuOct 2025 to now
- UnemployedAug 2025 to Oct 2025
- Sand Creek CapitalJan 2025 to Jul 2025
- Madison HealthApr 2024 to Oct 2024
- H&r BlockJan 2024 to Apr 2024
- The Occasions GroupOct 2023 to Dec 2023
- WalmartMay 2023 to Sep 2023
- WalmartMay 2022 to Sep 2022
- Brigham Young University - IdahoSep 2021 to Jul 2025
- El CharroJun 2021 to Sep 2021
- StudentOct 2020 to Jun 2021
- Mcdonald'sApr 2020 to Oct 2020
- UnemployedJan 2016 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (ID, MT, OR, WA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 8025056
- Firm CRD
- 35371