Jesse Melichar is a registered investment advisor at Castle Financial, based in Verona, WI, with 21 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Verona, WI
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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
Jesse operates under the DBA Castle Financial LLC and is an independent insurance agent. His insurance activities may include equity indexed annuities.
Employment History
Current Registrations
Castle Financial
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
T. Rowe Price Investment Services, INC.Broker
Gwfs Equities, INC.Broker
Sentry Equity Services, INC.Broker
Adp Broker-Dealer, INC.Broker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Linsco/private Ledger CORP.Broker
Financial Network Investment CorporationBroker
Fsc Securities CorporationBroker
State Registrations1 state
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.