Melissa
Coppage
Avantax Advisory Services
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About this Advisor
Melissa Coppage is a financial advisor based in South Milwaukee, Wisconsin, working with Avantax Advisory Services. Melissa has previously held positions at Royal Alliance Associates, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Brooke Gyms, Melissa & Richard Coppage LLC, Db Wehring Wealth LLC, Wisconsin Athletic Club, Air Force Reserve, John Hancock Mutual Life Insurance Co, Signator Investors, Inc, Avantax Investment Services, Inc, Jack Schroeder & Associates, LLC, and Sunrae Financial LLC. Melissa has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Melissa is part of Avantax Advisory Services, which operates out of South Milwaukee, Wisconsin. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include 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 fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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 Coppage Work History
Db Wehring Wealth LLC
Wisconsin Athletic Club
Avantax Advisory Services
Avantax Insurance Agency, LLC
Avantax Investment Services, Inc
Sunrae Financial LLC
Brooke Gyms
Melissa & Richard Coppage LLC
Jack Schroeder & Associates, LLC
Royal Alliance Associates, Inc
Signator Investors, Inc
John Hancock Mutual Life Insurance Co
Air Force Reserve
Disclosures
Please visit the SEC profile of Melissa Coppage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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