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RIA / WealthAdvisorCertified Financial Planner24 years in industry

MELISSA KEMPER BEACH

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Alpharetta, GA

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Search this name across graphsid dfx:ria:2ecb627a-2ebc-dce1-233d-97cd5a77cf93

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 9, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 21, 2002
First registration: Jun 9, 2003
Dual registered: no
Other names: MELISSA KIRSTIN KEMPER
IAPD individual key: 4557802

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING	Independent wealth	Apr 7, 2025	n/a	yes	Alpharetta, GA\|OVERLAND PARK, KS	Current employment
WISER WEALTH MANAGEMENT, INC	Independent wealth	Oct 20, 2022	Mar 3, 2025	no	MARIETTA, GA	Previous registration
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Jan 6, 2022	Oct 4, 2022	no	MILWAUKEE, WI\|ALPHARETTA, GA	Previous registration
REDWOOD WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 1, 2018	Dec 31, 2021	no	ALPHARETTA, GA	Previous registration
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Jan 24, 2014	Jul 31, 2018	no	ATLANTA, GA\|ATLANTA, GA\|WESTWOOD, NJ\|ATLANTA, GA\|ATLANTA, GA	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Jun 9, 2003	Jun 24, 2004	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WISER WEALTH MANAGEMENT, INC	CREATIVE PLANNING	Mar 3, 2025	Apr 7, 2025	35	Firm change	RIA to RIA
WIPFLI FINANCIAL ADVISORS, LLC	WISER WEALTH MANAGEMENT, INC	Oct 4, 2022	Oct 20, 2022	16	Firm change	RIA to RIA
REDWOOD WEALTH MANAGEMENT, LLC	WIPFLI FINANCIAL ADVISORS, LLC	Dec 31, 2021	Jan 6, 2022	6	Firm change	RIA to RIA
MODERA WEALTH MANAGEMENT, LLC	REDWOOD WEALTH MANAGEMENT, LLC	Jul 31, 2018	Oct 1, 2018	62	Firm change	RIA to RIA
GOLDMAN SACHS WEALTH SERVICES, L.P.	MODERA WEALTH MANAGEMENT, LLC	Jun 24, 2004	Jan 24, 2014	3,501	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
148284:109983:GA:2021-12-31	Dec 31, 2021	Jan 6, 2022	ALPHARETTA, GA	Firm change

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 7, 2025 to presentfactForm ADV
→ WISER WEALTH MANAGEMENT, INCRegistered adviserregistration: previous registration
Oct 20, 2022 to Mar 3, 2025factForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2022 to Oct 4, 2022factForm ADV
→ REDWOOD WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 1, 2018 to Dec 31, 2021factForm ADV
→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 24, 2014 to Jul 31, 2018factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Jun 9, 2003 to Jun 24, 2004factForm ADV

Dated events

Occurred
Mar 3, 2025
Advisor changed firm
Melissa Kemper Beach left Wiser Wealth Management, Inc for Creative Planning (registered 2025-04-07)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2022
Advisor changed firm
Melissa Kemper Beach left Wipfli Financial Advisors, Llc for Wiser Wealth Management, Inc (registered 2022-10-20)
Form ADVobserved 5 days ago