ML
ML

Melissa Sue Livasy

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
356 clients
Average Client Portfolio
$148K average
Assets Under Management
$52.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Loading...

Location

144 44th Street Sw, Suite #2, Grand Rapids, MI, 49548

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Melissa is the President and Office Manager of Integrity Financial Group, LLC, an insurance company, since 2013. This takes nearly full-time, involving business planning, client services, accounting, and DBA for securities and advisory services.

Employment History
Current Registrations
Integrity Financial Advisors, LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Gradient Wealth Management
January 2017 - November 2017 · 10 mos
Gradient Securities, LLCBroker
January 2017 - November 2017 · 10 mos
Gradient Securities, LLCBroker
March 2015 - December 2015 · 9 mos
Gradient Wealth Management
March 2015 - December 2015 · 9 mos
Gradient Advisors, LLC
May 2014 - March 2015 · 10 mos
Gradient Securities, LLCBroker
June 2012 - December 2013 · 1 yr 6 mos
Glp Investment Services, LLCBroker
September 2006 - August 2010 · 3 yrs 11 mos
Brookstreet Securities CorporationBroker
December 2005 - September 2006 · 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.