Melinda McCubbin has been President of Truman Wealth Advisors since January 2018, is a control person of the firm and directly owns 75% or more of it. Melinda McCubbin holds a Degree in Finance from Truman State University and a Master of Business Administration (MBA) from St. Louis University.
Truman Wealth Advisors LLC is a Columbia, MO firm with $106M under management, 98 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Mindy McCubbin is Founder of Truman Wealth Advisors. Most of McCubbin's career was spent in the corporate world serving shareholders, employees and stakeholders. McCubbin also has years of experience as both an institutional public market and private market investor, and training as part of an angel investor network.
Melinda McCubbin’s longest registration was 6 years at Equita Financial Network, Inc. (2019–2025). Before joining Truman Wealth Advisors in 2025, Melinda McCubbin was registered through Equita Financial Network, Inc. and Truman Wealth Advisors.
- Truman Wealth AdvisorsCurrent– present · 1 yearColumbia, MO · Adviser representative · Firm CRD 334752
- Equita Financial Network, Inc.– · 6 yearsColumbia, MO · Adviser representative · Firm CRD 277031
- Truman Wealth Advisors– · under a yearColumbia, MO · Adviser representative · Firm CRD 293927
Professional designations
Listed by Truman Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Melinda McCubbin is registered as an investment adviser representative in 2 states. Each was approved in April 2025.
- MissouriSince 2 April 2025
- TexasSince 2 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Melinda Jean McCubbin
- CRD
- 6926049
- Firm
- Truman Wealth Advisors · CRD 334752
- Role
- President
- Office
- 411 N. COLLEGE AVENUE, SUITE 201, Columbia, MO 65201
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trumanwealthadvisors.com
Where does Melinda McCubbin work?
Melinda McCubbin has been President of Truman Wealth Advisors LLC since January 2018, and is a control person of the firm.
Is Melinda McCubbin a financial advisor?
Yes. Melinda McCubbin has a current investment-adviser registration in Missouri and Texas, through Truman Wealth Advisors since April 2025.
How many years of experience does Melinda McCubbin have?
Melinda McCubbin has 8 years in the financial industry, since April 2018, across 3 adviser firms.
What exams has Melinda McCubbin passed?
Melinda McCubbin passed the Series 65 in October 2017.
Where did Melinda McCubbin work before Truman Wealth Advisors?
Before Truman Wealth Advisors, Melinda McCubbin was registered through Truman Wealth Advisors (CRD 293927), April 2018 to January 2019.
Where is Melinda McCubbin based?
Melinda McCubbin’s registered office is in Columbia, MO.
Is Melinda McCubbin registered with FINRA?
No. Melinda McCubbin has no current broker registration.
Is Melinda McCubbin a CFP?
Truman Wealth Advisors lists Melinda McCubbin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Melinda (Mindy) McCubbin, CFP® ChFC® biography, trumanwealthadvisors.com
How can I verify Melinda McCubbin’s record?
Search CRD 6926049 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melinda McCubbin’s full registration record.