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RIA / WealthAdvisorCertified Financial Planner17 years in industry

KENNETH JOSEPH MELOTTE

Advisor at MELOTTE FINANCIAL ADVISORS

GREEN BAY, WI

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Search this name across graphsid dfx:ria:dca40eb7-71a4-459f-6ad2-b98bb86d7219

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 24, 2009 to Sep 14, 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: MELOTTE FINANCIAL ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 23, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65
First exam: Mar 23, 2009
First registration: Mar 24, 2009
Dual registered: no
Other names: KENNY JOSEPH MELOTTE|KEN JOSEPH MELOTTE
IAPD individual key: 5217831

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
MELOTTE FINANCIAL ADVISORS	State registered	Dec 15, 2016	n/a	yes	GREEN BAY, WI	Current employment
CONFLUENCE WEALTH MANAGEMENT LLC	Former SEC adviser	Jul 13, 2015	Nov 30, 2016	no	PORTLAND, OR	Previous registration
MELOTTE FINANCIAL ADVISORS	n/a	Apr 11, 2014	Jun 29, 2015	no	WESTCHESTER, IL	Previous registration
PLANTE MORAN FINANCIAL ADVISORS	Independent wealth	Mar 24, 2009	Mar 17, 2014	no	ELGIN, IL	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
CONFLUENCE WEALTH MANAGEMENT LLC	MELOTTE FINANCIAL ADVISORS	Nov 30, 2016	Dec 15, 2016	15	Firm change	Other
MELOTTE FINANCIAL ADVISORS	CONFLUENCE WEALTH MANAGEMENT LLC	Jun 29, 2015	Jul 13, 2015	14	Firm change	Other
PLANTE MORAN FINANCIAL ADVISORS	MELOTTE FINANCIAL ADVISORS	Mar 17, 2014	Apr 11, 2014	25	Firm change	Other

Relationships

Registered with (4)

→ MELOTTE FINANCIAL ADVISORSRegistered adviserregistration: current employment
Dec 15, 2016 to presentfactForm ADV
→ CONFLUENCE WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 13, 2015 to Nov 30, 2016factForm ADV
→ MELOTTE FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Apr 11, 2014 to Jun 29, 2015factForm ADV
→ PLANTE MORAN FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 24, 2009 to Mar 17, 2014factForm ADV

Dated events

No dated event names this entity yet.