Melissa Daigle

About Melissa Daigle

I may post, “like” or share information on social media that I find useful or relevant, but this does not constitute an official endorsement or recommendation on behalf of myself or Creative Planning LLC. Any content, including posts, pictures, responses, and videos, on my social media site should not be considered an advertisement, endorsement, or financial advice. All material is intended for information and discussion only. Others may post or share information on my social media sites. I may occasionally include links or references to other sites or third parties on my social media sites. I am not responsible for the privacy policy, content, or accuracy of items posted or shared by third parties, nor any website accessed through these links. I do not endorse or guarantee the accuracy of the content posted by others, nor should any content or action be considered investment advice.

Experience

1. Wealth Manager at Creative Planning, Llc

   Creative Planning

   Jul 2025 — Present

   Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Education

• MidAmerica Nazarene University

  Bachelor's degree, Organizational Leadership

• MidAmerica Nazarene University

  Bachelor of Arts - BA, Organizational Leadership