Melissa Cox has been an investment adviser representative at Van Clemens Wealth Management since January 2025, and is not listed among the firm’s executive officers or direct owners.
Van Clemens Wealth Management, LLC is a Minneapolis, MN firm with $470M under management, 616 clients and 24 advisers across 6 offices, as of its September 2026 filing.
Melissa Cox’s longest registration was 11 years at Isc Advisors, Inc. (2013–2025). Before joining Van Clemens Wealth Management in 2025, Melissa Cox was registered through Isc Advisors, Inc. and Institutional Securities Corporation.
- – present · 1 yearDallas, TX · Adviser representative · Firm CRD 297362
- Isc Advisors, Inc.– · 11 yearsDallas, TX · Adviser representative · Firm CRD 166586
- Institutional Securities Corporation– · 6 yearsDallas, TX · Adviser representative · Firm CRD 20291
- Fetterman Investments, Inc– · 5 yearsDallas, TX · Adviser representative · Firm CRD 17028
Investment adviser representative registrations
Melissa Cox is registered as an investment adviser representative in Texas, since January 2025.
- TexasSince 8 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 June 2005 |
| Series 7 | General Securities Representative Examination | 5 February 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Melissa Anne Cox
- CRD
- 4902428
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- Dallas, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Melissa Cox work?
Melissa Cox is an investment adviser representative registered through Van Clemens Wealth Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Melissa Cox a financial advisor?
Yes. Melissa Cox has a current investment-adviser registration in Texas, through Van Clemens Wealth Management since January 2025.
How many years of experience does Melissa Cox have?
Melissa Cox has 21 years in the financial industry, since February 2005, across 4 adviser firms.
What exams has Melissa Cox passed?
Melissa Cox has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2005. FINRA credited Melissa Cox with the SIE, which began in October 2018.
Where did Melissa Cox work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Melissa Cox was registered through Isc Advisors, Inc., April 2013 to January 2025; Institutional Securities Corporation, January 2007 to December 2013; Fetterman Investments, Inc, December 2005 to March 2011.
Where is Melissa Cox based?
Melissa Cox’s registered office is in Dallas, TX.
Is Melissa Cox registered with FINRA?
Yes. Melissa Cox has a current broker registration, under CRD 4902428.
Source: FINRA BrokerCheck
How can I verify Melissa Cox’s record?
Search CRD 4902428 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Melissa Cox’s full registration record.