MK
MK

Melissa Patrice Kielberg

32 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
1,212 clients
Average Client Portfolio
$636K average
Assets Under Management
$770.8M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

San Ramon, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Melissa is registered as an insurance agent with various companies, selling life insurance. This activity requires minimal time.

Employment History
Current Registrations
Delta Investment Management, LLC
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Fortune Financial Services, INC.Broker
December 2014 - December 2015 · 1 yr
Prosperity Financial Group, INC.
December 2014 - November 2019 · 4 yrs 11 mos
Fsc Securities Corporation
February 2009 - December 2014 · 5 yrs 10 mos
Fsc Securities CorporationBroker
January 2009 - December 2014 · 5 yrs 11 mos
Fsc Securities CorporationBroker
January 1998 - December 2008 · 10 yrs 11 mos
SifeBroker
July 1993 - January 1998 · 4 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.