Melinda Gaertner
Melinda Gaertner is a registered investment advisor at Steffens Financial CORP, based in Byram Township, NJ, with 19 years of industry experience. Melinda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 229 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum asset management fee is 1.50%. Additional program or platform fees and transaction charges may apply depending on the selected program.
Fee Estimator
Location
276 US Highway 206, Suite A, Byram Township, NJ, 07821
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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 Activities
Melinda is involved in several outside business activities. She is involved with The Essential Goat LLC and The Goat's Haul, taking about 10-20% of her time for each. She is also an employee of Precision Brokerage LLC, working full-time, and president of the Blairstown Enhancement Committee, dedicating a few hours per week.
Employment History
Current Registrations
Steffens Financial CORP
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Leigh Baldwin & CO., LLC
Leigh Baldwin & CO., LLCBroker
Ibex Wealth Advisors, LLC
LPL Financial LLCBroker
Precision Financial Services
Leigh Baldwin & CO., LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher 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.