Melissa Coppage
Melissa Coppage is a ChFC-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Waukesha, WI, with 28 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
Location
N17 W24222 Riverwood Dr., Ste 240, Waukesha, WI, 53188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa owns rental properties, is an insurance and investment advisor through Sunrae Financial, and is an agent for an insurance brokerage. She also works with Avantax Insurance Agency selling annuities and dedicates a full-time effort to Vantage Pointe Financial Group for client account management.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations16 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.
Exams
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