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Melissa Willenborg

6 Years of Experience
Effingham, IL
Broker

Melissa Willenborg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Effingham, IL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

300 East Washington Ave, Effingham, IL, 62401

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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 Activities

Melissa is a partner at Erskine Stone & James, a support company, since 2020, dedicating minimal time. She also works as an independent contractor providing accounting consulting services, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2020 - Present · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2020 - Present · 6 yrs 4 mos
State Registrations22 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 Willenborg - Financial Advisor | TrueAdvisor