Company Information

Get to know J.D. Mellberg Financial

Founded in 2005 by Joshua D. Mellberg, J.D. Mellberg Financial has grown into a prominent independent retirement planning firm in the United States. The company's mission is to provide clients with financial peace of mind by developing strategies to protect and grow their retirement savings. They specialize in retirement income planning, wealth management, and the use of annuity and insurance products to help clients secure a reliable income stream throughout their retirement years.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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J.D. Mellberg Financial

United States

Founded in

01 Jan 2004 (22 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.