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Michael M

Series 65

Reno, NV

Michael Mellberg Investment Advisor

Michael Mellberg is a financial advisor at Michael Mellberg Investment Advisor in Reno, NV, holding a Series 65 designation with five years of industry experience. He previously worked at Larry Bigler CPA, Inc. and Bigler and Mellberg CPAs, Inc., and currently owns and operates Michael Mellberg CPA LLC, an accounting firm offering tax and bookkeeping services. Michael Mellberg Investment Advisor provides discretionary portfolio management and financial planning to individual, business, and retirement-plan clients. The firm uses a passive, Modern Portfolio Theory-based investment approach implemented by a third-party registered investment adviser and serves as a fiduciary for retirement accounts.

General retirement planning General tax planning Wealth management Passive / index investing
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