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Melissa Burback

21 Years of Experience
Waukesha, WI
BrokerSells Insurance

Melissa Burback is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Waukesha, WI, with 21 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

20825 Swenson Dr Ste 250, Waukesha, WI, 53186

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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 may earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products. She also owns MJA Properties, LLC, which builds and sells homes, and dedicates a few hours per week to this activity. Additionally, Melissa owns a business that provides seminars and has a small ownership stake in M's Tech LLC.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2008 - Present · 17 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
May 2004 - Present · 22 yrs
State Registrations26 states
ARAZCACODCFLIAILKYLAMAMDMNMONCNMNVNYOHORPATXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.