MH
MH

Melissa M Haberstich

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only
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Location

5910 Mineral Point Rd, Madison, WI, 53705

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Melissa is the president of D & W Floor Covering and a 50% owner of A and M Properties, LLC, both floor covering businesses. She is also an investor/owner in Guardian Product Solutions Holding, LLC, an insurance solutions company.

Employment History
Current Registrations
Trustage Investment Management
April 2023 - Present · 2 yrs 10 mos
CUNA Brokerage Services, INC.Broker
May 2004 - Present · 21 yrs 9 mos
Previous Registrations
CUNA Brokerage Services, INC.
October 2011 - March 2023 · 11 yrs 5 mos
National Planning CorporationBroker
July 2003 - September 2003 · 2 mos
Walnut Street Securities, INC.Broker
August 2001 - August 2003 · 2 yrs
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.