Melissa Sanchez
Melissa Sanchez is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Waukesha, WI, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
One Riverwood Place N17 W24222 Riverwood Dr., Ste 240, Waukesha, WI, 53188
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Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Melissa is a board member for UpNort, LTD, used for family land, spending minimal time. She is also the treasurer for Eagle Community Association, dedicating a few hours per week.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Girard Securities, INC.Broker
Mpc Advisers, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.