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Melinda Janelle Crary

Creative Money LLC

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About Melinda Janelle Crary

Melinda Crary is a financial advisor with Creative Money LLC, based in Seattle, Washington. Melinda has been in the industry since 1998 and holds multiple licenses and certifications including Series 7, Series 24, Series 51 and Series 66. Melinda's expertise includes financial planning and offering educational seminars to her clients. Melinda also manages a separate business, Mindy Crary LLC, providing business coaching and training services. Melinda has a strong background in the industry, having worked with Ameriprise Financial Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company.

Firm Information

Melinda Crary is currently registered with Creative Money LLC. Creative Money LLC is a financial advisory firm offering financial planning and educational seminars to individuals. The firm has 4 Investment Adviser Representatives and serves approximately 350 individual clients.

Not reported

Assets Under Management

350

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Melinda Crary’s Registration & Firm History

WA

04/05/2017 - Present

Creative Money LLC (Seattle WA)

WA

08/26/2004 - 01/10/2007

AMERIPRISE FINANCIAL SERVICES, INC. (TUKWILA WA)

MN

08/24/2004 - 11/22/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

04/28/1998 - 07/16/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/28/1998 - 07/16/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/21/2005

Series 24 - General Securities Principal Examination

BC

Issued 04/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Melinda Janelle Crary. Review regulatory record here.
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