Melissa
Mendenall
Wealthspan Investment Management, LLC
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About this Advisor
Melissa Mendenall is a financial advisor based in Lexington, South Carolina, working with Wealthspan Investment Management, LLC. Melissa has previously worked at Retirement Wealth Advisors, Inc, First Citizens Bank, Lisa Mendenall Cpa, Estates & Companies, Garner Lane Properties, LLC, Lam Properties, LLC, Lam Properties Ii, LLC, and Wealthspan Investment Management, LLC. Melissa has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Melissa is part of Wealthspan Investment Management, LLC, which operates out of Lexington, South Carolina. The firm has 2 offices and 5 employees. Wealthspan Investment Management, LLC manages assets totaling $79.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthspan Investment Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspan Investment Management, LLC Brokerage Details
$78,970,252
5
469
$168,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Melissa Mendenall Work History
Wealthspan Investment Management, LLC
Garner Lane Properties, LLC
Estates & Companies
Lam Properties Ii, LLC
Lisa Mendenall Cpa
Lam Properties, LLC
Retirement Wealth Advisors, Inc
First Citizens Bank
First Citizens Bank
Disclosures
Please visit the SEC profile of Melissa Mendenall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspan Investment Management, LLC
Grand Rapids, MI
Naples, FL
Grand Rapids, MI
Grand Rapids, MI
Lexington, SC
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