user avatar

Melonie Jo Beeler

Advisor at Cetera — Glendive, MT

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Glendive, MT 59330

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Melonie Beeler is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her background includes roles at Voya Financial Advisors and ownership of Culver Financial Advisors, LLC. She is also president of the Glendive Lions, a nonprofit organization involved in community service and fundraising. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Glendive, MT

208 S Merrill Avenue

Glendive MT 59330

Advisors at this office

2

Most active in

Montana · Texas

Work history

24 years of industry experience

Culver Financial Advisors, LLC

2025 - Present • 1 year

Glendive, MT

Curtain Call LLC

2023 - Present • 3 years

Glendive, MT

Cetera

2023 - Present • 3 years

Schaumburg, IL

Culver Insurance Advisors, Inc.

2021 - Present • 5 years

Glendive, MT

Cetera Wealth Services, LLC

2021 - Present • 5 years

El Segundo, CA

Voya financial Advisors

2014 - 2021 • 7 years

Glendive, MT

Melonie J. Beeler, LLC

2013 - Present • 13 years

Glendive, MT

Culver Insurance

2001 - Present • 25 years

Glendive, MT

Disclosures

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

Business activities & affiliations

user avatar

Carson Q

CFP®, Series 65

Glendive, MT

Investment Management Group

Carson Quinnell is a CFP® with four years of industry experience, currently affiliated with Investment Management Group in Glendive, MT. Prior to joining Stockman Wealth Management in 2022, he worked at UPS and Bozeman Arborcare. Investment Management Group serves primarily financial institutions and institutional clients, offering portfolio management, financial planning, 401(k) advisory, and an automated investment program. The firm manages most institutional accounts on a non-discretionary basis with an emphasis on client-specific investment policies, utilizing fundamental and qualitative analysis alongside both long- and short-term strategies.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Angie H

Series 66

Glendive, MT

Edward Jones

Angie Hagen is a Series 66 licensed financial advisor with Edward Jones in Glendive, MT, bringing 20 years of industry experience, including over 18 years with Edward Jones. Outside of her advisory role, she is involved in several community and entrepreneurial activities, including serving as president of a retail business, Love Like Justice, and as a director of the Justice Foundation. She also has experience managing agricultural operations alongside her husband. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Donna E

Series 66

Glendive, MT

Edward Jones

Donna Emmett is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been affiliated with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Kayla R

Series 66

Glendive, MT

Edward Jones

Kayla Rivas is a Series 66-licensed financial advisor with Edward Jones in Glendive, MT, having three years of industry experience. Prior to joining Edward Jones, she worked at Dawson County High School and HKT Big Sky Motors. Outside of her advisory role, she coaches 6th and 7th grade girls basketball for Glendive Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
user avatar

Dillon B

Series 63, Series 65

Glendive, MT

Cetera

Dillon Beeler is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within Cetera-affiliated firms since 2021. Beeler serves as a governing board member for the nonprofit organization Action for Eastern Montana. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services, including access to affiliated and third-party managers, and oversees more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)