Unclaimed Profile

Melissa Rilynn Loner

AVANTAX PLANNING PARTNERS, INC.·DUBUQUE, Iowa

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record22 years registeredAVANTAX PLANNING PARTNERS, INC.

3390 ASBURY ROAD, DUBUQUE, IA 52002-2801CRD# 3271834Firm CRD# 106237

Profile Verification

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

Identity

Melissa Rilynn Loner · DUBUQUE, IA

Registration

CRD #3271834 · AVANTAX PLANNING PARTNERS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AVANTAX PLANNING PARTNERS, INC.

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Feb 2023 – Mar 2024

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Feb 2023 – Mar 2024

WESLEY CHAPEL, FL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2020 – Feb 2023

Wesley Chapel, FL

INDEPENDENT FINANCIAL PARTNERS

Oct 2019 – Jun 2020

TAMPA, FL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2011 – Jul 2019

FAIRFIELD, IA

KAISER WEALTH MANAGEMENT

Aug 2009 – Jan 2011

CHEYENNE, WY

NEXT FINANCIAL GROUP, INC.

Feb 2008 – Mar 2009

SARATOGA SPRINGS, UT

M HOLDINGS SECURITIES, INC.

Mar 2007 – Feb 2008

PORTLAND, OR

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Jan 2007

FAIRFIELD, IA

CAMBRIDGE INVESTMENT RESERARCH, INC.

Aug 2004 – Mar 2005

FAIRFIELD, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · August 6, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVANTAX PLANNING PARTNERS, INC.

CRD 106237 · SEC 801-50939

AUM

$6.4B

Regulatory assets under management

Employees

248

12,286 client accounts

Services offered by AVANTAX PLANNING PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVANTAX PLANNING PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Melissa Rilynn Loner offer?

Melissa Rilynn Loner specializes in Financial Planning, Investment Management, Wealth Management.

What are Melissa Rilynn Loner's credentials?

Melissa Rilynn Loner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Rilynn Loner located?

Melissa Rilynn Loner is based in DUBUQUE, Iowa, last registered with AVANTAX PLANNING PARTNERS, INC..

How does Melissa Rilynn Loner charge for services?

Melissa Rilynn Loner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVANTAX PLANNING PARTNERS, INC.?

AVANTAX PLANNING PARTNERS, INC. has approximately 248 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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