Melissa
Kielberg
Delta Investment Management, LLC
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About this Advisor
Melissa Kielberg is a financial advisor based in San Ramon, California, working with Delta Investment Management, LLC. Melissa has previously held positions at Fsc Securites Corporation, Prosperity Financial Group, Inc, Fortune Financial Services, Inc, and Delta Investment Management, LLC. Melissa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Melissa is part of Delta Investment Management, LLC, which operates out of San Ramon, California. The firm has 10 offices and 25 employees. The firm manages assets totaling $628.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Delta Investment Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Delta Investment Management, LLC Brokerage Details
$628,859,627
25
2,127
$295,656
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Melissa Kielberg Work History
Delta Investment Management, LLC
Prosperity Financial Group, Inc
Fortune Financial Services, Inc
Fsc Securites Corporation
Disclosures
Please visit the SEC profile of Melissa Kielberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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