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Melissa Krupa

11 Years of Experience
Stillwater, MN
Broker

Melissa Krupa is a registered investment advisor at RBC Capital Markets, LLC, based in Stillwater, MN, with 11 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

350 N. Main Street, Suite 106, Stillwater, MN, 55082-7055

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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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Employment History
Current Registrations
RBC Capital Markets, LLC
December 2018 - Present · 7 yrs 5 mos
RBC Capital Markets, LLC
December 2018 - Present · 7 yrs 5 mos
RBC Capital Markets, LLCBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
February 2017 - October 2018 · 1 yr 8 mos
Wealth Enhancement Brokerage Services, LLCBroker
February 2017 - October 2018 · 1 yr 8 mos
LPL Financial LLCBroker
February 2017 - October 2018 · 1 yr 8 mos
LPL Financial LLC
February 2017 - February 2017 · 0 mos
Investment Centers of America, INC.
August 2015 - January 2017 · 1 yr 5 mos
Investment Centers of America, INC.Broker
August 2015 - January 2017 · 1 yr 5 mos
Woodbury Financial Services, INC.
May 2015 - September 2015 · 4 mos
Woodbury Financial Services, INC.Broker
May 2015 - September 2015 · 4 mos
Edward Jones
October 2014 - April 2015 · 6 mos
Edward JonesBroker
September 2014 - April 2015 · 7 mos
State Registrations45 states
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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.
Melissa Krupa - Financial Advisor | TrueAdvisor