user avatar

Melanie Rose Mendiola

Advisor at BG Investment Services, LLC

Updated today

Credentials

Series 65, Series 66

Experience

4 years

Location

Remote

BG Investment Services, LLC logo

BG Investment Services, LLC

Team

Total advisors

5

Clients per advisor

131 Very High

Avg AUM per client

$552,400 Low

HNW client ratio

9% Very Low

About

Melanie Mendiola is a financial advisor at BG Investment Services, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining BG Investment Services in 2025, she worked at the Guam Economic Development Authority and the University of Guam Endowment Foundation. Outside of her advisory role, she has been involved with Farm to Table-Guam. BG Investment Services provides portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, corporations, and government or charitable entities. The firm manages approximately $868 million in assets and employs a range of analytical methods and strategies tailored to client objectives.

Client services

Based on BG Investment Services, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on BG Investment Services, LLC

Wealth management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Other

Minimum fee: $60 annual fee for Asset Manager accounts below minimum balance requirements

Most active in

California

Work history

4 years of industry experience

BG Investment Services, Inc.

2025 - Present • 1 year

Hagatna

Guam Economic Development Authority

2019 - 2025 • 6 years

Tamuning

University of Guam Endowment Foundation

2017 - 2019 • 2 years

Mangilao

Farm to Table-Guam

2013 - 2017 • 4 years

Yigo

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")