Melissa Haberstich
Melissa Haberstich is a registered investment advisor at Trustage Investment Management, based in Waterloo, IA, with 24 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 Investment Management, Retirement Planning. Their firm serves 349 clients with $39B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Waterloo, IA
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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 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
CUNA Brokerage Services, INC.Broker
Previous Registrations
CUNA Brokerage Services, INC.
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
State Registrations2 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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