Melissa
Scheuerman

Spc

CRD#3218288
Investment Advisor
in West Des Moines, IA
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About this Advisor

Melissa Scheuerman is an investment advisor whose office is in West Des Moines, Iowa. Currently a registered investment advisor at Spc, Scheuerman has 15 years of work experience. Scheuerman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Scheuerman is registered to work with investors in Iowa. Throughout their career, Scheuerman has worked at Directed Services, Inc, Pershing LLC, Sammons Financial Network and Spc. Spc is based out of West Des Moines, Iowa, and operates out of 363 other offices in the country. In aggregate, Spc manages $3 billion in assets dispersed across 21,505 accounts and retains more than 714 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 21,499 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Spc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

4546 Corporate Drive Suite 100
West Des Moines, IA 50266

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Spc Brokerage Details

Total Assets Under Management

$3,598,547,384

IA Average: $943,424,332
Total Number of Employees

729

IA Average: 21
Total Number of Accounts

23,132

IA Average: 1,586
Average Account Size

$155,566

IA Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Melissa Scheuerman Work History

Melissa has 15 years of experience.

2013 - Present (6 years)

Spc

2011 - Present (8 years)

Sammons Financial Network

2011 - 2011 (< 1 year)

Pershing LLC

2003 - 2010 (7 years)

Directed Services, Inc

Disclosures

Melissa Scheuerman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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