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Tracie Lynn Malesa

GOLDENROD CAPITAL ADVISORS, LLC·OMAHA, Nebraska
Clean recordGOLDENROD CAPITAL ADVISORS, LLC
10340 NORTH 84TH STREET, OMAHA, NE 68122CRD# 7000569Firm CRD# 298448

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracie Lynn Malesa · OMAHA, NE
Registration
CRD #7000569 · GOLDENROD CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tracie Lynn Malesa is a registered financial advisor based in OMAHA, Nebraska, affiliated with GOLDENROD CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GOLDENROD CAPITAL ADVISORS, LLC
GOLDENROD CAPITAL ADVISORS, LLC
AUM
$423M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GOLDENROD CAPITAL ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7000569
Firm CRD# 298448
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracie Lynn Malesa offer?
Tracie Lynn Malesa specializes in Retirement Planning. Contact their office in OMAHA, Nebraska for a consultation.
What are Tracie Lynn Malesa's credentials?
Tracie Lynn Malesa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracie Lynn Malesa located?
Tracie Lynn Malesa is based in OMAHA, Nebraska, working with GOLDENROD CAPITAL ADVISORS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Tracie Lynn Malesa charge for services?
Tracie Lynn Malesa's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDENROD CAPITAL ADVISORS, LLC?
GOLDENROD CAPITAL ADVISORS, LLC has approximately 8 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GOLDENROD CAPITAL ADVISORS, LLC

Amy J Wiegert
OMAHA, NE
Zachary Allen Wiegert
OMAHA, NE
Charles Edward Fuxa
OMAHA, NE
Terrence Sean Connealy
OMAHA, NE
Thomas Jon Meister
OMAHA, NE

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Research
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