Melissa Coppage
Melissa Coppage is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Brookfield, WI, with 27 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
15400 W Capitol Drive, Suite 201, Brookfield, WI, 53005
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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
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations14 states
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