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Melissa Jo Clines

PRIVATE WEALTH ASSET MANAGEMENT, LLC·OMAHA, Nebraska
SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 63Clean recordPRIVATE WEALTH ASSET MANAGEMENT, LLC
1100 CAPITOL AVENUE, OMAHA, NE 68102CRD# 4303131Firm CRD# 315819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Jo Clines · OMAHA, NE
Registration
CRD #4303131 · PRIVATE WEALTH ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 6TO
Series 7
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PRIVATE WEALTH ASSET MANAGEMENT, LLC
CRD 315819 · SEC 801-122065
AUM
$1.9B
Regulatory assets under management
Employees
37
1,849 client accounts
Services offered by PRIVATE WEALTH ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PRIVATE WEALTH ASSET MANAGEMENT, LLC →
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04

Frequently Asked Questions

What services does Melissa Jo Clines offer?
Melissa Jo Clines specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in OMAHA, Nebraska for a consultation.
What are Melissa Jo Clines's credentials?
Melissa Jo Clines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Jo Clines located?
Melissa Jo Clines is based in OMAHA, Nebraska, working with PRIVATE WEALTH ASSET MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Melissa Jo Clines charge for services?
Melissa Jo Clines's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE WEALTH ASSET MANAGEMENT, LLC?
PRIVATE WEALTH ASSET MANAGEMENT, LLC has approximately 37 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIVATE WEALTH ASSET MANAGEMENT, LLC

Wendy Marie Brekken
OMAHA, NE
Bryan Lee Johnson
OMAHA, NE
CFP
Julie Ann Wagner
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Brett Warren Halley
OMAHA, NE

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Research
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