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Melissa Patrice Kielberg

Delta Investment Management, LLC

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About Melissa Patrice Kielberg

Melissa Kielberg is an Investment Advisor Representative at Delta Investment Management, LLC. Melissa is also a registered representative and has over 25 years of experience in the financial services industry. Melissa is dedicated to providing her clients with personalized financial advice and investment management services. Melissa is committed to helping her clients achieve their financial goals.

Firm Information

Melissa Kielberg is currently registered with Delta Investment Management, LLC. Delta Investment Management, LLC is a San Francisco, California-based Registered Investment Advisor that manages over $628 million in assets for over 2,100 clients. The firm offers financial planning and portfolio management services to individuals and charitable organizations. They specialize in working with high-net-worth individuals and individuals other than high-net-worth.
Delta Investment Management, LLC

708 MONTGOMERY STREET

SAN FRANCISCO, CA 94111

$628.86M

Assets Under Management

Not reported

Total Clients

24

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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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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percentage of assets

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

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Melissa Kielberg’s Registration & Firm History

CA

10/04/2019 - Present

Delta Investment Management, LLC (San Ramon CA)

PA

12/17/2014 - 12/31/2015

FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)

CA

01/06/2009 - 12/09/2014

FSC SECURITIES CORPORATION (SAN RAMON CA)

CA

01/23/1998 - 12/31/2008

FSC SECURITIES CORPORATION (WALNUT CREEK CA)

CA

07/15/1993 - 01/21/1998

SIFE (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 09/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Patrice Kielberg.
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