Unclaimed Profile

Joshua David Mellberg

SECURE INVESTMENT MANAGEMENT, LLC·TUCSON, Arizona

Series 6519 years registeredSECURE INVESTMENT MANAGEMENT, LLC

7400 N ORACLE RD, TUCSON, AZ 85704CRD# 5174289Firm CRD# 141195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua David Mellberg · TUCSON, AZ

Registration

CRD #5174289 · SECURE INVESTMENT MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SECURE INVESTMENT MANAGEMENT, LLC

Aug 2006 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 23, 2006

Years registered · 19

Disclosure History

2010Customer Dispute·Closed-No Action

2010Customer Dispute·Settled

2009Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SECURE INVESTMENT MANAGEMENT, LLC

CRD 141195 · SEC 801-80752

AUM

$32M

Regulatory assets under management

Employees

614 client accounts

Services offered by SECURE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECURE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua David Mellberg offer?

Joshua David Mellberg specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.

What are Joshua David Mellberg's credentials?

Joshua David Mellberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua David Mellberg located?

Joshua David Mellberg is based in TUCSON, Arizona, working with SECURE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.

How does Joshua David Mellberg charge for services?

Joshua David Mellberg's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURE INVESTMENT MANAGEMENT, LLC?

SECURE INVESTMENT MANAGEMENT, LLC has approximately 12 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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