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Melissa Rae Machlitt

JRA FINANCIAL ADVISORS, INC.·MAPLE GROVE, Minnesota
Unclaimed Profile
7373 KIRKWOOD COURT, MAPLE GROVE, MN 55369CRD# 2416124Firm CRD# 117824
01

About

Melissa Rae Machlitt is a registered financial advisor based in MAPLE GROVE, Minnesota, affiliated with JRA FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
JRA FINANCIAL ADVISORS, INC.
JRA FINANCIAL ADVISORS, INC.
AUM
—
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at JRA FINANCIAL ADVISORS, INC. →
Services
Financial planning
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2416124
Firm CRD# 117824
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Rae Machlitt offer?
Melissa Rae Machlitt specializes in Financial Planning. Contact their office in MAPLE GROVE, Minnesota for a consultation.
What are Melissa Rae Machlitt's credentials?
Melissa Rae Machlitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Rae Machlitt located?
Melissa Rae Machlitt is based in MAPLE GROVE, Minnesota, working with JRA FINANCIAL ADVISORS, INC.. Their office serves clients in the MAPLE GROVE metropolitan area and surrounding communities.
How does Melissa Rae Machlitt charge for services?
Melissa Rae Machlitt'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 JRA FINANCIAL ADVISORS, INC.?
JRA FINANCIAL ADVISORS, INC. has approximately 17 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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