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Melody Lynn Hohn

Advisor at Raymond James Financial — Mitchell, SD North Lawler

Updated today

Credentials

Series 66

Experience

16 years

Location

Mitchell, SD 57301

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Melody Hohn is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2015, alongside her role at First National Bank since 2005. In addition to her advisory work, she is involved in a support company, First Investments & Planning, where she serves as an advisor within a bank branch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Mitchell, SD North Lawler

210 North Lawler

Mitchell SD 57301

Advisors at this office

1

Most active in

South Dakota · Texas

Work history

16 years of industry experience

Raymond James Financial Services Advisors INC.

2015 - Present • 11 years

Mitchell, SD

Raymond james Financial Services, Inc.

2015 - Present • 11 years

Mitchell, SD

FIRST NATIONAL BANK

2005 - Present • 21 years

Mitchell, SD

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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Alan M

Series 66

Mitchell, SD

Colliers Securities LLC

Alan Miller is a financial advisor at Colliers Securities LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2014. Colliers Securities LLC serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services, employing a combination of non-discretionary and discretionary accounts managed in partnership with third-party firms.

Active portfolio management
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Christopher P

CFP®, Series 63, Series 65

Mitchell, SD

Calton & Associates, Inc.

Christopher Peitz is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2019. He previously worked at Capital Financial Services, Inc. for nine years. In addition to his advisory role, he is an owner and insurance representative of Independent Financial Center, offering annuities, life, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options tailored to client goals and operates multiple program structures, including firm-managed wrap programs and separate account platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Spencer B

Series 66

Mitchell, SD

OSAIC

Spencer Boyd is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services and Chesterman Co. Coca-Cola. In addition to his advisory role, Boyd assists with operations at a local boutique in Mitchell, SD. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction supported by various tools and access to multiple third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Trenton K

Series 66

Mitchell, SD

Edward Jones

Trenton Koehn is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nineteen years at Koehn Bros. Funeral Home. Outside of advising, he owns and operates a 32-unit storage facility in Armour, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Real estate investing General retirement planning Self-Employed
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Michael S

Series 66

Mitchell, SD

Raymond James Financial

Michael Steffen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to his current role, he has been associated with CorTrust Wealth Management and CorTrust Bank since 2015. Outside of his advisory work, he owns farm ground which he rents to family. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew M

Series 66

Mitchell, SD

STIFEL

Matthew Mc Manus is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2025, he worked as an athletic trainer at Dakota Wesleyan University and Sanford Health. He also provides sports coverage as a PRN athletic trainer at Dakota Wesleyan University. Stifel serves a wide range of clients, including individuals and institutions, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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