Melissa Loner
Compliance Officer at AVANTAX, INC.
Profile
Melissa Loner is currently the Chairman-Elect at the National Society of Compliance Professionals.
She is also the Vice President & Chief Compliance Officer at Avantax, Inc. starting in 2023.
Melissa is a member of the National Association of Insurance & Financial Advisors, Financial Services Institute, Inc., and Women in Insurance & Financial Services.
Previously, she worked as the Executive Vice President-Advisory Services at Premier Wealth Management, Inc. Melissa earned an MBA degree from American Military University.
Melissa Loner active positions
| Companies | Position | Start |
|---|---|---|
| AVANTAX, INC. | Compliance Officer | 2023-02-07 |
| National Society of Compliance Professionals | Chairman | - |
Women in Insurance & Financial Services
 Women in Insurance & Financial Services Investment ManagersFinance Women in Insurance & Financial Services (WIFS) is a national organization that focuses on supporting women in the insurance and financial services industries. The private company is based in Albany, NY. The company's mission is to help women achieve success in these fields. | Corporate Officer/Principal | - |
| Financial Services Institute, Inc. | Corporate Officer/Principal | - |
National Association of Insurance & Financial Advisors
 National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services National Association of Insurance & Financial Advisors represents licensed life insurance agents and financial advisors. It provides life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments services. The company was founded in June 1890 and is headquartered in Arlington, VA. | Corporate Officer/Principal | - |
Former positions of Melissa Loner
| Companies | Position | End |
|---|---|---|
Premier Wealth Management, Inc.
 Premier Wealth Management, Inc. Investment ManagersFinance Premier Wealth Management, Inc.'s principal activity is to provide wealth management services focused on serving the needs of mid wealth families and individuals. The company only markets products through its proprietary sales force of 20 people and its network of 200 insurance brokers. The company was founded in November 14, 2002 and is headquartered in Nicosia, Cyprus. | Corporate Officer/Principal | - |
Training of Melissa Loner
| American Military University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| AVANTAX, INC. | Technology Services |
| Private companies | 5 |
|---|---|
Premier Wealth Management, Inc.
Premier Wealth Management, Inc. Investment ManagersFinance Premier Wealth Management, Inc.'s principal activity is to provide wealth management services focused on serving the needs of mid wealth families and individuals. The company only markets products through its proprietary sales force of 20 people and its network of 200 insurance brokers. The company was founded in November 14, 2002 and is headquartered in Nicosia, Cyprus. | Finance |
National Association of Insurance & Financial Advisors
National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services National Association of Insurance & Financial Advisors represents licensed life insurance agents and financial advisors. It provides life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments services. The company was founded in June 1890 and is headquartered in Arlington, VA. | Commercial Services |
| National Society of Compliance Professionals | |
| Financial Services Institute, Inc. | |
Women in Insurance & Financial Services
Women in Insurance & Financial Services Investment ManagersFinance Women in Insurance & Financial Services (WIFS) is a national organization that focuses on supporting women in the insurance and financial services industries. The private company is based in Albany, NY. The company's mission is to help women achieve success in these fields. | Finance |
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