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Melissa Arnell Thompson

Relation Wealth Management, Inc.

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About Melissa Arnell Thompson

Melissa Thompson is a financial advisor with Relation Wealth Management, Inc. Melissa has been in the financial services industry since 2015. Melissa is registered with the state of North Carolina as an Investment Advisor Representative and holds a Series 63 and a Series 65 license. Melissa has a broad range of experience in the financial services industry and is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Melissa Thompson is currently registered with Relation Wealth Management, Inc.. Relation Wealth Management, Inc. is an investment advisor based in Tulsa, OK. They offer financial planning, pension consulting, and portfolio management services to a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. They manage approximately $299 million in assets.
Relation Wealth Management, Inc.

10425 S 82ND EAST AVE

TULSA, OK 74133

$299.13M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Melissa Thompson’s Registration & Firm History

NC

07/01/2024 - Present

Relation Wealth Management, Inc. (Monroe NC)

NC

08/18/2022 - 07/03/2024

KESTRA INVESTMENT SERVICES, LLC (Monroe NC)

CO

07/01/2020 - 08/19/2022

THE LEADERS GROUP, INC. (LITTLETON CO)

NC

02/04/2015 - 07/01/2020

NATIONWIDE SECURITIES, LLC (Mocksillve NC)

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Licenses & Designations

IA

Issued 05/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/25/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Arnell Thompson.
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