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Melissa Anne Silta

Advisor at Wells Fargo Advisors — Escanaba, MI

Updated today

Credentials

Series 66

Experience

17 years

Location

Escanaba, MI 49829

Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Total advisors

4,175

Across 1,139 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Melissa Silta is a financial advisor with Wells Fargo Advisors in Escanaba, MI, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Advisors and its affiliated entities since 2011 and was previously with Edward Jones. Silta also owns an independent brokerage practice, Silta Wealth Strategies of Lehto Private Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop personalized recommendations.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

See office

Escanaba, MI

2421 Ludington Street, 1st Floor

Escanaba MI 49829

Advisors at this office

2

Most active in

Michigan · Texas

Work history

17 years of industry experience

Wells Fargo Advisors

2025 - Present • 1 year

Escanaba, MI

Edward Jones

2019 - Present • 7 years

St Louis, MO

Wells Fargo Clearing

2016 - 2019 • 3 years

Escanaba, MI

WELLS FARGO ADVISORS LLC

2011 - 2016 • 5 years

Escanaba, MI

Wells Fargo Investments, Llc

2009 - 2011 • 2 years

Escanaba, MI

Disclosures

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

Business activities & affiliations

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James M

Series 65

Escanaba, MI

Delta Financial, Inc.

James Mcneil is an Investment Adviser Representative with Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, Mr. Mcneil worked as the City Manager for the City of Escanaba, Michigan, a role focused on municipal government administration. He will transition to dedicating full time to his advisory duties at Delta Financial in mid-2026. Delta Financial, Inc. is a small, owner-operated investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm applies a value-oriented, long-term investment approach combined with tactical asset allocation and serves clients including plan sponsors, participants, and institutional entities.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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Robert V

Series 65

Escanaba, MI

Delta Financial, Inc.

Robert Valentine is a financial advisor at Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, he worked for seven years at First Bank Upper Michigan and spent 28 years with the City of Escanaba. Delta Financial, Inc. is a small investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm serves plan sponsors, participants, and other clients with an investment approach combining fundamental and technical analysis, value-oriented and long-term strategies, and tactical asset allocation tailored to individual objectives.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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Fredric J

Series 63

Escanaba, MI

Golden State Wealth Management, LLC

Fredric Jurmu is a financial advisor at Golden State Wealth Management, LLC with 39 years of industry experience. He holds the Series 63 designation and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and uses a variety of analytic approaches and third-party managers while primarily billing on a percentage-of-assets basis.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Founder/Business Owner Self-Employed
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Brad N

Series 63, Series 66

Escanaba, MI

Packerland Brokerage Services, Inc.

Brad Nordin is a financial advisor with Packerland Brokerage Services, Inc. in Escanaba, MI, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Packerland Brokerage Services since 2006. Nordin also acts as a personal representative for an estate and has experience selling fixed annuities. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes both direct management and third-party managers to provide diversified investment solutions.

Retirement income strategy Options & derivatives strategies Wealth management
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Steven T

Series 63, Series 65, Series 66

Gladstone, MI

Private Advisor Group, LLC

Steven Tackman is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 designations and totaling 34 years of industry experience. His prior roles include positions at LPL Financial and Advantage Investment Management, LLC. He is also the owner of Tackman Tax & Business Consulting and serves on the board of the Gladstone Economic Development Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model utilizing various investment strategies and technology platforms, providing access to proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Christian T

Series 66

Escanaba, MI

Private Advisor Group, LLC

Christian Tackman is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at LPL Financial and Hilton Worldwide Inc., among other roles. Outside of his advisory work, he operates Tackman Capital Management, a registered investment advisor DBA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions using proprietary and third-party platforms.

Annuities Founder/Business Owner
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